James Kruzan
James Kruzan is a CFP-designated registered investment advisor at Kaydan Wealth Management, INC., based in Fenton, MI, with 43 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,098 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees are negotiable. Family pricing allows combining related accounts. Standalone investment management only (Portfolio Edge) is charged at a flat rate of 0.70% to 0.85% per year.
Fee Estimator
Location
329 W. Silver Lake Rd., Fenton, MI, 48430
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2006Other Business ActivitiesSells Insurance
James is a licensed insurance agent and owner of Kaydan Wealth Management, an investment-related business, dedicating about 20% of his time to financial planning and consulting. He also owns Asset & Risk Management, Inc., a non-investment related support company, but spends minimal time on it.
Employment History
Current Registrations
Kaydan Wealth Management, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Kaydan Group INC.
Raymond James Financial Services, INC.Broker
Prudential-Bache Securities INC.Broker
Ids Financial Services INC.Broker
Ids Marketing CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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