Kiepe Wealth Management (KWM) offers investment management services where they manage client funds based on individual needs, developing investment plans with asset allocation targets. KWM also provides project-based financial planning services on a limited scope, one-time engagement, covering areas like business planning, cash flow, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning.
Assets Under Management$40K
Clients3
Advisors1
Avg. per Client$13K
Avg. per Advisor$40K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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