Overview
- Headquarters
- Coconut Creek, FL
- Total Firm Assets
- $405 million
- Average High-Net-Worth Client Portfolio Size
- $0.7 million
- Stated Minimum Account Size
- $200,000
Fee Disclosure
Source: FORM ADV, PART 2A - KWM - MAY 4, 2026 (2026-05-22)
· View brochure text
Latest filing: FORM ADV, PART 2B - KWM - DECEMBER 31, 2025 (2026-05-22)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,500,000 | 2.00% |
| $2,500,001 | $5,000,000 | 1.50% |
| $5,000,001 | $7,000,000 | 1.00% |
| $7,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $87,500 | 1.75% |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 17.72%
- Number of High-Net-Worth Clients
- 110
- Total Client Accounts
- 455
- Discretionary Accounts
- 453
- Non-Discretionary Accounts
- 2
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles
Regulatory Filings
- SEC CRD Number
- 282746
- FORM ADV, PART 2A - KWM - MAY 4, 2026 (2026-05-22) (fee schedule source) · View brochure text
- FORM ADV, PART 2B - KWM - DECEMBER 31, 2025 (2026-05-22) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗