John Seitzer, CFA, CFP, CPA, MBA
We provide Comprehensive Fee-Only Wealth Management Services to a limited number of qualified individuals. We help our clients Accumulate, Grow, Protect, Enjoy and Transfer their Wealth, allowing them to focus on other things in life such as family, friends, career, physical health, spirituality and the enjoyment of life. Our clients experience peace of mind, knowing they have partnered with a qualified professional to help them with life's financial decisions. We believe we differentiate ourselves through our qualifications, objectivity, and comprehensive financial advisory services. Ongoing annual fees are based on assets under management and are as follows: 1.0% on first $800,000 0.8% on next $1,200,000 0.5% on next $2,000,000 0.2% on remaining over $4,000,000
The minimum quarterly asset management fee is $2,500 for wealth management clients. Most of our wealth management clients' portfolio values (excluding current employer retirement accounts) are between $1 million and $13 million.
Everest Wealth Management is located in Leawood, Kansas. We have clients as far as Arizona, Washington, Florida, and Minnesota. Please visit our website for more detail on our qualifications and services - www.everestwealth.com - and call us to schedule a free, no-obligation consultation.