KOM Wealth Management Group offers financial planning and investment management services. Financial planning helps clients set long-term financial goals through investments, tax planning, and retirement planning. Investment management provides ongoing supervision of client accounts, including continuous monitoring and trading when necessary. In some cases, KOM Wealth Management Group may refer clients to outside money managers.
Assets Under Management$410M
Clients575
Advisors6
Avg. per Client$710K
Avg. per Advisor$68M
Fee Structure
Planning is included in investment management (also available separately)
KOM Wealth Management Group provides investment management services for an annual fee based on the value of your investments. The fee can be up to 2.00% per year, depending on the amount you invest and the complexity of the services. This fee does not include brokerage commissions or other transaction fees.
Loading...