David Kaser is a CFP-designated registered investment advisor at Kmg Fiduciary Partners, LLC, based in Toledo, OH, with 43 years of industry experience. David 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 4 more. Their firm serves 1,310 clients with $1.7B 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiated based on factors such as anticipated future assets, account composition, and related accounts.
Fee Estimator
Location
7530 Kings Pointe Road, Toledo, OH, 43617
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2003Employment History
Current Registrations
Kmg Fiduciary Partners, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Continental Capital Securities, INCBroker
A. G. Edwards & Sons, INC.Broker
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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