About BKM Wealth Management
BKM is a locally owned, independent, fee-only financial advisory practice in Brookfield, WI. We serve a select group of individuals, families and business owners helping them build, manage, preserve, and transition their wealth.
See Disclosures
General Information
Firm Start Year
2000
No. of Employees
5-9
CRD#
4725677
Firm CRD#
323928
States Licensed in
AZ,CA,FL,IL,MN,TX,WA,WI
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CPA, CIMA®, CDFA®
Securities Licenses
Series 7, Series 31, Series 66
Firm Information
Firm's Number of Clients
560
Firm's Number of Planning Clients
560
Firm's Number of Managed Clients
560
Assets Managed by Firm
$600,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets
Fee % Based on Assets
~1.00%
Hourly Rate
$350
Additional Details on Charges
Our advice and service is our only offering and we charge a straight forward, transparent fee. We receive no commissions and have no products to sell.
Minimum Fee Charged for Managed Accounts
$2,500
Minimum Fee Charged for Hourly Planning Accounts
$3,500
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1889521/financialplanners-BKM-Wealth-Management-detailed-disclosure.html
Disclaimer
BKM Wealth Management, LLC ("BKM") is a Registered Investment Adviser. BKM provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. BKM does not provide legal advice. NO OFFER, INVESTMENT ADVICE, OR PERFORMANCE GUARANTEES All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Neither the information nor any opinion expressed on this website constitutes an offer by BKM to buy or sell any securities or financial instruments, or to provide any investment advice or service. The services, securities and financial instruments described on this website may not be available to or suitable for you, and not all strategies are appropriate at all times. The value and income of any of the securities or financial instruments mentioned on this website can fall as well as rise, and an investor may get back less than he or she invested. Foreign-currency denominated securities and financial instruments are subject to fluctuations in exchange rates that could have a positive or adverse effect on the value, price or income of such securities and financial instruments. Clients should consult their adviser with regard to any questions they may have. Nothing on this website should imply that past results are an indication of future performance. Past performance does not guarantee future performance. Independent advice should be sought in all cases. If you have questions about these terms of use, the content of this website, or to obtain a copy of our Privacy Policy, please contact: BKM Wealth Management Attention: Chief Compliance Officer 20300 Water Tower Blvd #250, Brookfield, WI 53045 (262) 955-7150