MOKAN Wealth Management
No reviews yet · Serves Nationwide · Specializes in High Net Worth Individuals, Pre-Retirees (5-10 years out), Ultra High Net Worth Individuals
Helping Self-Made 401(k)/IRA Millionaires Avoid The 7 Hidden Tax Surprises
Services
- Cash Flow Management
- Financial Planning
- Investment Management
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- One-Time Planning Fee — $3,500–$10,000 one-time
- AUM-Based Fee — 1%–2% of AUM