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Klimax Wealth Management, LLC

Headquartered in FORT LEE, NJ

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Firm Information

Klimax Wealth Management, LLC is an investment advisor with 1 registered investment adviser representative. They manage approximately $16,496,000 in assets for 24 clients. The firm provides portfolio management services for individuals and pension consulting. Their client base includes high net worth individuals and pension and profit-sharing plans.

Klimax Wealth Management, LLC

$16.50M

Assets Under Management

24

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

KLIMAX WEALTH MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

METUCHEN, NJ

Advisors at Klimax Wealth Management, LLC

View All 1 Advisors
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Keun soo Kim

RA

METUCHEN, NJ

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Disclosures

There are no public disclosures for Klimax Wealth Management, LLC.

Frequently Asked Questions (7)

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