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Willkate Wealth Management, LLC

Headquartered in ABERDEEN, SD

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Firm Information

Willkate Wealth Management, LLC is an independent financial advisory firm that provides personalized financial planning and portfolio management services to individuals and high-net-worth clients. The firm manages approximately $43.54 million in assets for 152 clients. Willkate Wealth Management, LLC is committed to helping clients achieve their financial goals through a comprehensive and customized approach.

Willkate Wealth Management, LLC

$43.54M

Assets Under Management

5

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

Branch Locations (1)

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

ABERDEEN, SD

Advisors at Willkate Wealth Management, LLC

View All 1 Advisors
Unclaimed
Agatha Kay Johnson

CFP®, RA

ABERDEEN, SD

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Disclosures

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

Frequently Asked Questions (7)

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