Kommon Wealth offers financial planning and investment management services to individuals, families, and high-net-worth individuals. Services include wealth accumulation, legacy planning, and retirement income strategies. Kommon Wealth utilizes third-party Turnkey Asset Management Platform (TAMP) services to implement investment strategies for clients.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Kommon Wealth uses a TAMP platform for investment management. The total annual fee is 1.50% of your portfolio, broken down as follows:
- Kommon Wealth Fee: 0.25%
- TAMP Platform Fee: 1.25%
Fees are negotiable based on the scope and complexity of the services, the level of assets to be managed, and the time and expertise required.
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