K2 Wealth Management provides personalized financial and wealth advice, including retirement planning, tax planning, estate planning, insurance review, investment planning, and budgeting. K2 WM also offers investment management services based on client's objectives, goals, and risk tolerance. K2 WM may recommend third-party sub-advisers to manage client portfolios.
Assets Under Management$120M
Clients70
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$40M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Management fee is negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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