K2 Wealth Management offers investment management, financial planning, educational seminars, and coordination of tax preparation services. K2 Wealth Management develops a personal investment policy or an investment plan with an asset allocation target and creates and manages a portfolio based on that policy and allocation targets. Financial planning involves an evaluation of a Client’s current and future financial state.
Assets Under Management$200K
Clients6
Advisors2
Avg. per Client$33K
Avg. per Advisor$100K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
K2 Wealth Management offers three client service plans with different fees:
- Base Camp Plan (Foundational Management): A minimum annual fee of $3,000, or 1.20% on the first $250,000 and 1.00% on assets over $250,000.
- Ascent Plan (Comprehensive Management): A minimum annual fee of $5,000, or 1.00% on the first $1,000,000, 0.80% on $1,000,001–$3,000,000, and 0.60% on assets over $3,000,000.
- Summit Plan (Personal CFO Services): A fixed $10,000 annual financial planning fee, plus 0.60% on the first $2,000,000, 0.50% on $2,000,001–$5,000,000, and 0.35% on assets over $5,000,000.
All fees are negotiable.
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