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Updated September 28, 2026. Quick answer: Kaufman Rossin Wealth discloses a tiered schedule starting at 1.50% in its Form ADV Part 2A (July 31, 2026). Converted to dollars, that runs $7,500 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
Fee schedules at comparable advisory firms: Baird Fees (2026).
For a closer look at this firm: Kaufman Rossin Wealth Review and How to Leave Kaufman Rossin Wealth.
The published numbers
From the Form ADV Part 2A (July 31, 2026): “The annual fee for investment management services will be charged as a percentage of assets under management, according to the schedule below: Assets Under Management Annual Fee (%) On the first $1,000,000 in assets 1.50% On assets of $1,000,001-$3,000,000 1.00% On assets of $3,000,001-$10,000,000 0.75% On assets of $10,000,001 to $20,000,000 0.65% On asset above $20,000,001 0.50%”
Note: CRD 301921 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. Kaufman Rossin Wealth, LLC is the registered adviser, based in Miami, Florida, and is the wealth arm associated with the Kaufman Rossin accounting firm. The firm reports about $506.7 million in regulatory assets under management across 520 accounts. The priced figure is the standard investment management schedule for individuals, trusts and other clients.
- $0-$1,000,000: 1.50%
- $1,000,001-$3,000,000: 1.00%
- $3,000,001-$10,000,000: 0.75%
- $10,000,001-$20,000,000: 0.65%
- $20,000,001 and above: 0.50%
The brochure says the fee charged to clients includes all sub-advisory fees charged by Focus Partners Advisor Solutions, which are not separately charged. The fee is exclusive of brokerage commissions, transaction fees and related costs, and clients may incur custodian, broker and third-party manager charges plus mutual fund and ETF internal expenses. Private fund assets the firm recommends count toward assets under management, so the fee applies in addition to the fund’s own management and performance fees. Advisory fees apply to accrued interest and cash balances unless negotiated otherwise.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,750 | 1.50% |
| $500,000 | $7,500 | 1.50% |
| $1,000,000 | $15,000 | 1.50% |
| $2,000,000 | $25,000 | 1.25% |
Each balance is priced by stacking the bands, with 1.50% on the first $1,000,000, 1.00% on the next $2,000,000, and so on down the schedule, which is how the brochure words it (a fee on each band of assets). The brochure states the firm imposes no minimum account size for investment management services and discloses no minimum annual dollar fee for it, so no floor applies. The brochure adds that in certain circumstances, including legacy clients, fees may be negotiable, and that related family accounts may be assessed on their combined balance. The separate retirement plan schedule is not used here.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Kaufman Rossin Wealth’s own published rate runs $7,500 a year.
Comparing Kaufman Rossin Wealth against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (July 31, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053652
- SEC Investment Adviser Public Disclosure, Kaufman Rossin Wealth, LLC (CRD #301921): https://adviserinfo.sec.gov/firm/summary/301921
- Kaufman Rossin Wealth, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/301921/PDF/301921.pdf
Methodology. This page was built September 28, 2026, drawing on Kaufman Rossin Wealth’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.