KCR Wealth Management provides investment management and personalized financial planning. KCR works with individuals, families, trusts, non-profits, and corporations. KCR's process involves getting to know clients, gathering financial information, and creating tailored plans. Asset management is provided on a discretionary basis, with KCR monitoring accounts and making changes as needed, subject to client approval for changes to the overall asset allocation strategy. KCR also offers advanced financial planning services, including estate, retirement, tax, college funding, philanthropy, and insurance planning.
Assets Under Management$86M
Clients38
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees are negotiable. Subject to a minimum annual fee of $10,000, which may be reduced or waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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