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Personalized Investment
Management Solutions

BROKERCHECK

Achieving your financial goals requires strategic investment management tailored to your unique needs and objectives. Our experienced team is dedicated to helping you grow and protect your wealth with confidence. In addition to our personalized approach, we provide transparent and competitive investment management fees.

Our annual advisory fee structure is as follows:

  • 1% for assets up to $2 million
  • 0.75% for assets ranging from $2 million to $5 million
  • 0.6% for assets ranging from $5 million to $10 million
  • 0.5% for assets exceeding $10 million
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Tailored Portfolio Construction and Strategic Allocation

We craft personalized investment portfolios aligned with your goals, risk tolerance, and time horizon. Our strategic asset allocation approach diversifies your portfolio to manage risk and maximize returns over the long term. By carefully weighing assets based on expected performance, we optimize your portfolio’s risk-return profile.

Tailored Portfolio Construction and Strategic Allocation

We craft personalized investment portfolios aligned with your goals, risk tolerance, and time horizon. Our strategic asset allocation approach diversifies your portfolio to manage risk and maximize returns over the long term. By carefully weighing assets based on expected performance, we optimize your portfolio’s risk-return profile.

Active Management and Ongoing Monitoring

Our team actively manages your portfolio, adjusting to capitalize on opportunities and mitigate risks. Through continuous research and analysis, we identify promising investment opportunities and closely monitor market developments. This proactive approach ensures your portfolio remains aligned with your goals and adapts to changing market conditions.

Active Management and Ongoing Monitoring

Our team actively manages your portfolio, adjusting to capitalize on opportunities and mitigate risks. Through continuous research and analysis, we identify promising investment opportunities and closely monitor market developments. This proactive approach ensures your portfolio remains aligned with your goals and adapts to changing market conditions.

Get in touch today.

We are committed to helping you achieve your financial goals through personalized investment management solutions. Contact us today to learn more about how we can help you grow and protect your wealth with confidence.

get started today
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KT Wealth Management is not a registered broker-dealer nor a registered investment advisor.
KT Wealth Management and Vanderbilt Financial Group are separate and unaffiliated entities.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC • Member: FINRA, SIPC • Registered with MSRB
Clearing agent: Fidelity Clearing & Custody Solutions. Advisory services offered through Vanderbilt Advisory Services.
Insurance services offered through Vanderbilt Insurance and other agencies.
Supervising Office: 125 Froehlich Farm Blvd Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
www.FINRA.org | www.SIPC.org | www.MSRB.org | www.vanderbiltsecurities.com
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