Kotys Wealth Professionals offers investment management services, including managing variable annuity sub-accounts. For clients with over $500,000 in assets under management, financial planning and consulting services are included. For clients with less than $500,000, a $750 minimum planning fee may be charged in addition to the standard investment advisory fee. KWP also offers cash management services with a $100,000 minimum investment. KWP also provides qualified plan consulting services.
Assets Under Management$310M
Clients321
Advisors4
Avg. per Client$960K
Avg. per Advisor$77M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1000K | 1.65% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
KWP may aggregate asset totals of related accounts for the purposes of fee breakpoints and calculations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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