Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
If a Third-Party Manager is used, clients will also pay a Third-Party Manager Fee, as described below. The maximum total fee a client will pay is 2.0% per year. The fees charged by KWM are negotiable.
Fee Estimator
Portfolio management fees are 1.0% of assets under management, billed quarterly in arrears. If a third-party manager is used, clients will also pay a separate fee up to 1.0%, potentially bringing the maximum total fee to 2.0% per year. Financial planning services are billed at $250 per hour, up to $5000. There is no minimum net worth requirement. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
1827 Walden Office Sq, #500, Schaumburg, IL, 60173
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 ActivitiesSells Insurance
Nathaniel is the owner/advisor of Kuhn Wealth Management, an RIA, where he sells securities and fixed insurance. He is also an insurance agent at DAI Agency and the president of Chicagoland 1031 Exchange, advising on 1031 exchanges, taking about a quarter of his time.