KOMMON WEALTH, LLC

Overview

Kommon Wealth, LLC is an individually owned limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm charges fees on a percentage-of-AUM basis and can also use fixed-fee arrangements. FINTRX classifies the adviser as unclassified, notes it is not a capital allocator and does not identify the firm as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has an industry affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives