Willkate Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$43,540,000
Total clients
81
5% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
81
Average account size
$537,531
About
WillKate Wealth Management provides fee‑only financial planning and investment management to individuals, executives, professionals, business owners, retirees and families. The firm requires clients to complete a written financial plan before accessing its investment management services and offers a range of planning work including generational wealth planning, estate and tax planning, cash flow analysis, and coaching.
Its investment approach emphasizes strategic, passive asset allocation with periodic rebalancing and uses fundamental, technical and cyclical analysis as appropriate to a client’s plan. WillKate operates on a primarily non‑discretionary basis—clients approve allocations and trades through an investment policy statement—and may refer to or use third‑party money managers and a sub‑adviser and custodial services through Charles Schwab to implement portfolios.
WillKate is notable among peers for managing essentially all reported AUM on a non‑discretionary basis (the brochure reports approximately $43.54 million non‑discretionary and $0 discretionary), reflecting a client‑decision model that differs from the discretionary norm at many supported firms. The firm also emphasizes bespoke multi‑generational wealth planning and maintains a closely related family enterprise consulting practice, which the firm discloses as a material affiliated business activity.
Client services
Fee options
One-time financial projects starting at $3,700; existing client subscription fees vary based on scope.
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.70% annually
Account minimum: $250,000 minimum if bundled financial planning and investment management services are requested; no minimum if paying for planning services only; Seasons of Life program minimum $5,000 (with $50,000 minimum for tax-loss harvesting feature) Fee-only: Fixed fees ranging from $5,000 to $30,000 for financial planning; $25,000 to $100,000 annually for multi-generational wealth planning; consultation retainers starting at $7,500; financial projects starting at $3,700.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Willkate Wealth Management, LLC
405 8 Th Ave Nw, Suite 302
Aberdeen SD 57401, United States
Number of offices
2
Forms ADV
Quick links
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