Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Kaufman Rossin Wealth is registered with the SEC as an investment adviser (CRD #301921, listed as ACTIVE in the SEC’s IAPD firm summary, checked October 25, 2026). Per its own current fee brochure, a $500,000 account would run $7,500 a year under its published fee schedule. Already a client and thinking about leaving? Budget $50 if Schwab custodies your account. This review covers what its own fee brochure and current SEC registration confirm today; it does not assess fiduciary status.
Kaufman Rossin Wealth at a glance
| Fact | What Kaufman Rossin Wealth’s own pages say |
|---|---|
| Legal entity | Kaufman Rossin Wealth, LLC |
| Registration | Kaufman Rossin Wealth, LLC is registered with the SEC as an investment adviser (CRD #301921, listed as ACTIVE in the SEC’s IAPD firm summary, checked October 25, 2026). |
| Fee on a $500,000 account | $7,500 a year, per its own current brochure |
| Minimum to open an account | Its Form ADV Part 2A (Item 7) says it imposes no minimum account size for investment management; $1,000,000 is generally required for portfolios of individual fixed income securities, and minimums may be negotiable |
| Cost to leave (exit fee) | $50 if Schwab custodies your account |
What Kaufman Rossin Wealth’s own fee schedule charges
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 priced figure is the standard investment management schedule for individuals, trusts and other clients.
“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%”
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 does not impose a minimum account size for investment management services, though a minimum of $1,000,000 is generally required for portfolios of individual fixed income securities and minimum account sizes may be negotiable. The $10,000 minimum annual fee it states sits with the retirement plan schedule, which is not priced here, and no minimum dollar fee is stated for the schedule above. 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.
The table below is the firm’s own advisory fee schedule. Fund expenses, custodian charges and any third-party manager or platform fees are generally separate from an advisory fee like this one; Item 5 of the brochure lists what applies to a given account.
| Account balance | Annual fee |
|---|---|
| $250,000 | $3,750 |
| $500,000 | $7,500 |
| $1,000,000 | $15,000 |
| $2,000,000 | $25,000 |
These figures come directly from Kaufman Rossin Wealth’s own current fee brochure, cited in Sources below.
Registration
Kaufman Rossin Wealth, LLC is registered with the SEC as an investment adviser (CRD #301921, listed as ACTIVE in the SEC’s IAPD firm summary, checked October 25, 2026).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity).
What it costs to leave
Kaufman Rossin Wealth, LLC’s Form ADV Part 2A states “A client agreement may be canceled at any time, by either party, for any reason upon receipt of 30 days written notice.” Kaufman Rossin Wealth, LLC names two possible custodians in its brochure, with no single default. Charles Schwab & Co., Inc.’s own published fee schedule states “Full transfer (out) of assets $50 per account”. Fidelity Institutional Wealth Services discloses no comparable line item (an honest gap).
The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
Other advisor-firm reviews
Read our review, this one too, and one more.
What we would compare it against
Before you decide, run the numbers against another firm using the financial advisor fee comparison, or price the dollar cost of any percentage fee over time with the Financial Advisor Fee Calculator and the Fee Drag Calculator.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
Explore an adviser match
Compare the services and the full fee before deciding whether to hire anyone.
- No fee to request a match
- No obligation to hire
Expect questions about your situation, your name, email and phone, and phone verification by text. A match is not guaranteed.
The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
Opens here. Nothing loads and nothing reaches Kapitalwise until you press the button.
How our partner relationships workCompare an adviser match before you decide
Ask about the full fee, what it covers and how the adviser is paid. A match is an introduction, not a recommendation from Clear Money Guide.
- Free matching service
- No obligation to hire
The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
Continue to WiserAdvisorOpens on WiserAdvisor’s site in a new tab.
Source: WiserAdvisor’s service descriptionSources
- Form ADV Part 2A (July 31, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053652
- SEC IAPD firm summary (CRD #301921, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/301921
Methodology. This page was built September 28, 2026, drawing directly on Kaufman Rossin Wealth’s own current fee brochure, cited in Sources below, and a fresh SEC IAPD registration check run the same day. Where exit-fee facts are cited, they trace to the named custodian’s own published schedule. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Kaufman Rossin Wealth’s own Form ADV Part 2A and Form CRS. We have not used Kaufman Rossin Wealth as a client. Kaufman Rossin Wealth did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.