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.