K&H Wealth Partners (KHWP) offers portfolio management tailored to individual client goals and risk tolerance. KHWP creates investment plans and manages portfolios with discretionary authority. KHWP also offers pension consulting services to employee benefit plans. Additionally, KHWP provides financial planning services covering investments, insurance, retirement, college, and debt/credit planning.
Assets Under Management$67M
Clients77
Advisors3
Avg. per Client$870K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
A flat fee of 1.30% will apply to households with less than $250,000 in assets under our management with an annual minimum household fee of $500. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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