Klein Wealth Management manages investment portfolios for individuals, pension plans, and other entities. Klein Wealth Management uses low-cost index funds and actively managed funds. Financial planning is included with investment management and is not billed separately. Clients can place restrictions on their accounts.
Assets Under Management$17M
Clients33
Advisors2
Avg. per Client$510K
Avg. per Advisor$8.4M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Cash and money market funds in the portfolio are exempt from the annual fee. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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