Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and are set at the discretion of the KWM IAR providing services. This fee is exclusive of a KIM model fee, underlying investment fees or any third-party money manager fee.
Fee Estimator
Wealth management fees are negotiable and capped at 2.50% annually, inclusive of any KIM asset management fees. The standard wealth management fee schedule is 1.50% on the first $250,000, 1.00% on the next $750,000, and 0.75% on amounts over $1,000,000. KIM model fees vary by model. Financial planning fees range from $0 to $25,000 and are negotiable. Ongoing investment consulting fees range from $500 to $12,500 per quarter. An accounting fee of up to $15 per quarter or $5 per month is also charged.
Areas of Practice
Advisor Information
Office location
4210 Columbia Road, Suite 15A, Martinez, GA, 30907
Get directionsRegulatory History (2)
Customer Dispute
October 2011Customer Dispute
April 2008Other Business Activities
Charles has 50% ownership in a rental property in Augusta, GA since 2017. He devotes minimal time to this investment-related activity.