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
231 Fairview Avenue, Hammonton, NJ, 08037
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
Benjamin owns rental real estate property that is professionally managed. The net profit is $250 per month before expenses, and this activity is not investment-related.