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:
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.”
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 www.stifel.com/disclosures/investment-advisory-services/ 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 www.stifel.com/CRS.
Non-Advisory Products (Brokerage Services)
For more details, including costs, please refer to Stifel’s Relationship Guide at www.stifel.com/relationshipguide and to Stifel’s Form CRS, available at www.stifel.com/CRS.
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.