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 achieve their financial objectives and enjoy a “Life Well Lived.”

Helping our clients

Over 35 Years

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

Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.

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

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.