REDEFINING THE FINANCIAL ADVISOR

KACE Wealth Management

877-834-7353

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  • More
    • HOME
    • FOR PLAN SPONSORS
    • FOR PARTICIPANTS
    • FOR INDIVIDUALS
    • CONTACT US
    • CLIENT CENTER
    • ABOUT US
    • PRIVACY POLICY

877-834-7353

KACE Wealth Management
  • HOME
  • FOR PLAN SPONSORS
  • FOR PARTICIPANTS
  • FOR INDIVIDUALS
  • CONTACT US
  • CLIENT CENTER
  • ABOUT US
  • PRIVACY POLICY

ADVISORY SERVICES

Financial Planning, Investments, and Insurance

A lot can happen from hire to retire so we developed a suite of services to meet your growing needs. 


We apply our 23-years of experience into everything we do and coupled with LPL's vast resources for advisors, we've got you covered.


Our fee structure is what sets us apart from most. Our on-demand model gives you so much control over the costs, it's like a GPS for financial planning, you only use us when you need us.

SERVICES

Retirement Planning

Divorce Settlements and Consulting (Financial only)

Business Planning and Consulting

Business Planning and Consulting

Divorce Settlements and Consulting (Financial only)

Business Planning and Consulting

Divorce Settlements and Consulting (Financial only)

Divorce Settlements and Consulting (Financial only)

Divorce Settlements and Consulting (Financial only)

Education Planning

Executive Compensation Strategies

Divorce Settlements and Consulting (Financial only)

Executive Compensation Strategies

Executive Compensation Strategies

Executive Compensation Strategies

Estate Planning and Insurance

Executive Compensation Strategies

Executive Compensation Strategies

Investment Management

Employer Retirement Plans and Plan Participant Consulting

Employer Retirement Plans and Plan Participant Consulting

Employer Retirement Plans and Plan Participant Consulting

Employer Retirement Plans and Plan Participant Consulting

Employer Retirement Plans and Plan Participant Consulting

Risk Management

Employer Retirement Plans and Plan Participant Consulting

Direct Indexing Portfolio Strategies

Direct Indexing Portfolio Strategies

Direct Indexing Portfolio Strategies

Direct Indexing Portfolio Strategies

On-going Financial Plan Maintenance

Direct Indexing Portfolio Strategies

On-going Financial Plan Maintenance

Misc. Services

Direct Indexing Portfolio Strategies

On-going Financial Plan Maintenance

FEE SCHEDULE

Wealth Management (Traditional)

Our traditional model expands on our Fee For Advice platform. Under this model you receive our entire menu of services including regular monitoring of your plan and accounts and access to our award-winning technology and support.

Account Value

1.20%

$50,000 - $99,999

Account Value

1.10%

$100,000 - $249,999

Account Value

1.00%

$250,000 - $499,999

Account Value

0.90%

$500,000 - $999,999

Account Value

0.80%

$1,000,000 +

Investment Management only (Non-Traditional)

Our non-traditional model (on-demand) or Fee For Advice platform, was established to assist those who prefer to focus on a specific goal, objective, or account with the help of an experienced and licensed financial professional.

Investable Assets

$250 / HR (Project Fee)

$0.00 - $99,999 

Investable Assets

1.10% / 4*

$100,000 - $249,999

Investable Assets

1.00% / 4*

$250,000 - $499,999

Investable Assets

0.90% / 4*

$500,000 - $999,999

Investable Assets

0.80% / 4*

$1,000,000 +

*Investment management only fee is annual and billed quarterly. Quarterly services are optional but recommended.

BOOK A MEETING

Free Consultation
BOOK NOW

Plans That Can Adapt

HOW WE COMPARE

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