| 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.
846 Hwy 62 E, Mountain Home, AR, 72653-3212
Get directionsNo 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 →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.