Lee-Kelleher Wealth Management (LKWM) offers investment management services, including continuous monitoring, selection, and allocation of securities. LKWM also provides financial planning and consulting services based on a client's financial circumstances and goals. LKWM acts as a fiduciary, prioritizing client interests. LKWM provides advisory services to plan sponsors of employer-sponsored retirement plans as a 3(21) fiduciary.
Assets Under Management$200M
Clients133
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$66M
Fee Structure
LKWM charges an annual advisory fee for managing your investments, calculated and paid monthly based on the value of your portfolio. The fee is negotiable but will not exceed 1.25% per year. If you also engage LKWM for financial planning or consulting, this will be reflected in the negotiated fee.
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