Do you have a minimum portfolio size or minimum fee?

To become a client of Kusak Wealth Management, we require a minimum of $250,000 in investable assets per household or family.  We use a “Tiered Fee Schedule” starting at a 1% annual management fee that decreases according to assets under management.  Additional service fees may be required depending on the complexity of the plan and/or for investable assets under $250,000.  All fees are discussed and disclosed prior to plan implementation.