Kelda Wealth Management (KWM) offers investment management and financial planning services. KWM creates investment plans based on clients' goals, risk tolerance, and tax considerations, primarily advising on stocks, bonds, mutual funds, and ETFs. Clients grant KWM authority to buy and sell securities. At no additional fee, KWM also provides financial planning services, covering areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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