Kolb Wealth Management (KWM) provides investment advice to individuals. KWM offers non-discretionary asset management services, meaning KWM recommends investments, but you make the final decision. KWM may also recommend using third-party managers to handle your portfolio. KWM monitors these managers to ensure they align with your goals. The firm also receives referral fees from these third-party managers.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...