Kb Private Wealth Management Group

KB Private Wealth Management Group LLC is a financial advisory firm based in Beverly Hills, CA, established in 2020. The firm specializes in providing investment advisory services to individuals, offering asset management, comprehensive portfolio management, and financial planning and consulting services. As a fiduciary, the firm is committed to acting in the best interest of its clients. Clients can expect tailored investment strategies based on their needs, risk tolerance, and financial goals. For asset management and comprehensive portfolio management services, the firm charges annual fees not exceeding 1.00% and 1.25%, respectively. Fees are billed quarterly based on the value of the client's account. The firm recommends the use of Schwab as a custodian/broker, offering a wide range of investment products and services. Clients have the option to grant investment discretion to the firm, allowing them to execute transactions on their behalf. The firm does not charge performance-based fees, has no disciplinary events, and does not receive soft dollars in excess of what is allowed. Clients are encouraged to review the firm's Code of Ethics, which ensures ethical conduct and compliance with securities laws. The firm's Chief Compliance Officer, Kary Bartmasser, oversees account reviews and ensures compliance with regulatory requirements. Clients can contact the firm for more information on their services and fee structure.