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All advisors at KWM Partners are licensed fiduciary advisors, legally required to act in our clients’ best interests at all times.Many financial professionals are not held to this standard. That’s why one of the most important questions to ask any advisor is: Do you follow the fiduciary standard? The answer determines whether advice is given in your best interest—or influenced by commissions, incentives, or sales goals.We believe clients deserve fiduciary care, and we take that responsibili","@type":"Answer"}},{"name":"Where are managed accounts held?","@type":"Question","acceptedAnswer":{"text":"It is critical—for your protection and our own—that all assets are held with independent, third-party custodians. Note that, unless we arrange otherwise, all non-employer-related accounts for which you choose to grant KWM Partners trading authority are held at Charles Schwab & Co., Inc., a registered broker dealer.Your money is safe in the hands of this multi-billion dollar entity, which is separate from KWM Partners, creating checks and balances. Schwab has extensive experience serving the need","@type":"Answer"}},{"name":"Do you have a minimum account size?","@type":"Question","acceptedAnswer":{"text":"Our services are designed to enable us to work with any client that wants to build a strong financial future and/or live their best life in retirement. While our Investment Management services do have a tiered fee schedule, we do not limit clients based on their current circumstances. 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