Mutually Aligned Interests

KWM Wealth Advisory is primarily compensated based on a percent of client’s advisory accounts, as opposed to being paid based on transactions initiated. KWM’s goal is to eliminate any incentive to make transactions for the sake of transactions; this aligns performance and compensation.

As such, KWM is committed to a simple, straightforward fee structure,
which manifests in three ways:

  • Fairness
  • Consistency
  • Transparency

Fees for Advisory programs include Advisory services, performance measurement, transaction costs, custody services, and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee per calendar quarter to maintain these types of accounts.

Despite market volatility and economic uncertainty, clients can pursue their financial objectives and enjoy a “Life Well Lived.”

Helping our clients

Over 35 Years

For over 35 years we have helped our clients pursue their financial objectives with our client-first, personalized comprehensive services. As you explore options for financial guidance, we invite you to consider our “2nd Opinion” program for a complete, unbiased review of your financial program.

Types of Services and Costs

While most of our accounts are fee-based through advisory services, we also serve clients who prefer to remain transactional through brokerage services. We pride ourselves on employing a simple and easy-to-understand fee structure. You have a right to know exactly what you are paying and how it is computed.

Where we reasonably believe it to be in a client’s best interest, we recommend:

Advisory Services

For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at program-disclosures, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at

Non-Advisory Products (Brokerage Services)

For more details, including costs, please refer to Stifel’s Relationship Guide at and to Stifel’s Form CRS, available at

Many people find that having an independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and the market.

Discover how KWM Wealth Advisory’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.