As a Christian Wealth Office, our approach is a comprehensive partnership designed to guide your financial assets and investment needs. We believe your wealth is a powerful tool to be stewarded for God’s glory, and our team’s calling is to equip you to live a life of true abundance while simultaneously making a lasting legacy of eternal impact.
With KERUX, your wealth can reflect your worship like never before, because for us, retirement is just the beginning. Our services are the practical extension of this mission, offering a full suite of faith-forward services to help you make an eternal impact.
Assets Under Management | Fee Percentage |
|---|---|
$0 – $1M | 1.50% |
$1M – $2M | 1.25% |
$2M – $5M | 1.00% |
$5M – $10M | 0.75% |
$10M+ | 0.50% |
Advisory fees are assessed on a blended, tiered schedule. Fees are prorated and deducted quarterly from client accounts. Please refer to our Form ADV Part 2A for complete details.
