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 Activities
Daniel works full-time as a Wealth Advisor at Kuhn Wealth Management since 2019. This activity is investment-related.