Christiaan Graf is a registered investment advisor at Kdk Private Wealth Management, based in Houston, TX, with 10 years of industry experience. Christiaan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 84 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee ranges up to 1.0% and is prorated and charged monthly in arrears based upon the market value of the assets being managed. The firm may negotiate a different fee rate for certain client holdings.
Fee Estimator
Location
1616 South Voss, Suite 800, Houston, TX, 77057
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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 →Employment History
Current Registrations
Kdk Private Wealth Management
Previous Registrations
Mercer Global Advisors INC.
Alliancebernstein L.P.
Sanford C. Bernstein & CO., 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.