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
846 Hwy 62 E, Mountain Home, AR, 72653-3212
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew owns commercial rental property in Mountain Home, AR, since 2022, and is a passive partner in a 46-door apartment complex in West Liberty, WV, since 2023. He dedicates minimal time to these real estate activities.