KYW Financial, operating as Know Your Worth Financial, manages investment portfolios and offers financial planning services. Investment management is tailored to individual client needs. Financial planning covers retirement, risk management, college savings, and estate planning. KYW Financial may use third-party managers like XY Investment Solutions to manage client portfolios.
Assets Under Management$1.6M
Clients4
Advisors1
Avg. per Client$400K
Avg. per Advisor$1.6M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.30% |
| $1M+ | 0.25% |
When implementing the use of XYIS as the outside manager, the annual advisory fee is 0.60% on the first $1,000,000 and 0.55% on amounts above $1,000,000. The fees are negotiable at the adviser's discretion. The above fee schedule does include XYIS’s fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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