Pricing

The annual advisory fee is paid quarterly in advance based on the value of Client’s account(s) as of the last day of the billing period. The advisory fee is a straight tier. For example, for assets under management of $2,500,000, a Client would pay 0.80% on the entire balance.

In determining the advisory fee, we may allow accounts of members of the same household to be aggregated. KWM relies on the valuation as provided by Client’s custodian in determining assets under management. Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods. Adjustments will be made for deposits and withdrawals during the billing period.