Bkm Wealth Management Group LLC (Fort Wayne)

Bkm Wealth Management Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bkm Wealth Management Group: assets under management

The assets under management (AUM) of Bkm Wealth Management Group LLC is $18.18 million. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $15.18 million in discretionary accounts and $3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $81.61 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $88.24 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bkm Wealth Management Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Fort Wayne

The principal office where Bkm Wealth Management Group LLC performs its advisory services is located at 3601 Hobson Road, #202, Fort Wayne, IN 46815 The mailing address of the firm is 3601 Hobson Road, Fort Wayne, IN 46815. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 260-918-4500 or by fax 888-479-4468. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.bkmwealth.com.

Registered investment advisers similar to Bkm Wealth Management Group LLC

• Naomi Ruth Monschein
• Rockbridge Asset Management
• Wood Jonathan David
• Successful Resource Management
• Stone Beach Investment Management
• Vantage Private Wealth
• Ubs Enso Management
• Compass Partners
• Cue Ball Discovery
• Scheller Financial Services
• Spa Etfs
• Sivia Capital Investments
• Masterworks Fiscal Advisors
• Laue Capital Management
• Us Fund Timing