Daniel Deming is a registered investment advisor at Kkm Financial LLC, based in Chicago, IL, with 11 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 169 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KKM Financial offers several investment management programs with fees based on the amount you invest. The annual fee ranges are:
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Asset Allocation (Conservative, Moderate, Growth, Aggressive Growth):
- $100,000 – $249,999: 1.25%
- $250,000 – $499,999: 1.05%
- $500,000 – $999,999: 0.95%
- $1,000,000 – $4,999,999: 0.85%
- $5,000,000 – $9,999,999: 0.75%
- $10,000,000+: Negotiated
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Essential 40: Same as Asset Allocation
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Equity Selection: Same as Asset Allocation
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ETF Dynamic Model Portfolios: Same as Asset Allocation
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Bond Selection (Stand Alone):
- $100,000+: 0.5%
For some accounts, KKM Financial may charge an incentive fee (performance-based fee) in addition to the asset management fee. Fees are negotiable.
Location
141 W. Jackson, Suite 1711, Chicago, IL, 60604
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2015Employment History
Current Registrations
Kkm Financial LLC
Previous Registrations
Kkm Financial LLC
The Stutland Volatility Group, LLC
The Stutland Volatility Group, LLC
State Registrations1 state
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.