Jennifer Shammamy is a CFP-designated registered investment advisor at Kcd Financial, INC., based in Bingham Farms, MI, with 14 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,257 clients with $200M 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 $100K | 3.00% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees range from 0.5% up to 3% annually as agreed upon by the adviser and client. Fees are negotiable within stated limitations.
Fee Estimator
Location
24255 W. Thirteen Mile Road, Suite 270, Bingham Farms, MI, 48025
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jennifer performs administrative tasks at Hainer & Berman, a law firm, including answering phones and occasionally witnessing estate signings. She spends minimal time on these duties and receives no compensation.
Employment History
Current Registrations
Kcd Financial, INC.
Previous Registrations
Fabian Wealth Strategies, INC.
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.
Exams
More Advisors
- Douglass Burgdorf, CFPKcd Financial, INC.
- Jack Skrzycki, CFPSpartan Wealth Management
- Gianna Cuda, CFPLPL Financial LLC
- Kevin Brockman, CFPLPL Financial LLC
- Dicran Haidostian, CFP, ChFCLPL Financial LLC
- Ruben Ramirez, PFSMsp Investment Advisors, LLC