Konza Global Wealth Group

Fee-Only (% of Portfolio)Fixed/Hourly

Konza Global Advisory offers portfolio management tailored to individual client goals, including creating an investment policy statement. They also provide pension consulting services, including investment objective guidance and manager recommendations. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. Konza Global Advisory generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.

Assets Under Management$120M
Clients106
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$58M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1M+0.90%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

2 Advisors at this firm

Konza Global Wealth Group | TrueAdvisor