Kelos Wealth Planning offers wealth management and financial planning services designed to help clients navigate their financial lives. Kelos Wealth Planning builds customized investment portfolios using exchange-traded funds, mutual funds, and individual securities, managing them without requiring your daily approval for every trade. In addition to managing your portfolio, Kelos Wealth Planning provides thorough financial planning covering retirement, taxes, insurance, estate planning, cash flow, and education savings. Kelos Wealth Planning operates as a fee-only firm, meaning they are compensated exclusively by client fees and do not accept commissions or referral kickbacks.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. Kelos Wealth Planning requires a minimum annual fee of $6,000 for wealth management and financial planning combined.