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KB Wealth Management
KB WEALTH MANAGEMENT, LLC is a state-registered investment adviser in BLOOMFIELD HILLS, MI. The firm manages approximately $12 million in regulatory assets.
Overview
KB WEALTH MANAGEMENT, LLC is a state-registered investment adviser in BLOOMFIELD HILLS, MI. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
What services does KB Wealth Management offer?
KB Wealth Management offers comprehensive wealth management services, including financial planning, investment management, estate planning, and tax strategy. As an RIA, it provides these services under a fiduciary duty to its clients.
Is KB Wealth Management registered as a fiduciary?
Yes, KB Wealth Management is registered as an RIA, which imposes a fiduciary standard requiring the firm to act in its clients' best interests at all times. This is a higher legal standard than that applied to broker-dealers.
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