Krouse Kern Wealth Management, Inc. (Fort Wayne)

Name: Krouse Kern Wealth Management, Inc.
Address: 6509 Mutual Drive, Fort Wayne, IN, 46825
Telephone: 260-484-9977

Krouse Kern Wealth Management, Inc. is an adviser based in Fort Wayne. It manages $35.15 million of regulatory assets for 121 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Indiana.

Krouse Kern Wealth Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and consulting. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Krouse Kern Wealth Management: assets under management

The assets under management (AUM) of Krouse Kern Wealth Management, Inc. is $35.15 million. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35 million in discretionary accounts and $150 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $291.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $150 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Krouse Kern Wealth Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. 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.

Based in Fort Wayne

The principal office where Krouse Kern Wealth Management, Inc. performs its advisory services is located at 6509 Mutual Drive, Fort Wayne, IN 46825, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 260-484-9977 or by fax 260-969-3869. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.kkwealth.com.

Krouse Kern Wealth Management, Inc. (Fort Wayne)

Krouse Kern Wealth Management: assets under management

Fees & Commissions

Based in Fort Wayne

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