Overview
- Headquarters
- Brookfield, WI
- Total Firm Assets
- $652 million
- Average High-Net-Worth Client Portfolio Size
- $2.4 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: BKM ADV PART 2A (2026-02-12)
· View brochure text
Latest filing: BKM ADV PART 2A- APPENDIX 1 (2026-02-12)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.50% |
| $1,000,001 | $3,000,000 | 1.25% |
| $3,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | Negotiable | Negotiable |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 74.14%
- Number of High-Net-Worth Clients
- 202
- Total Client Accounts
- 1,921
- Discretionary Accounts
- 1,449
- Non-Discretionary Accounts
- 472
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 323928
- BKM ADV PART 2A (2026-02-12) (fee schedule source) · View brochure text
- BKM ADV PART 2A- APPENDIX 1 (2026-02-12) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗