Kedest Baharu
Kedest Baharu is a registered investment advisor at Mv Capital Management, INC., based in Bethesda, MD, with 26 years of industry experience. Kedest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 511 clients with $1.3B 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.85% |
| $7.5M - $10.0M | 0.80% |
| $10.0M - $12.5M | 0.75% |
| $12.5M - $15.0M | 0.70% |
| $15.0M - $17.5M | 0.65% |
| $17.5M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees for over $20 million are individually assessed. MVCM's fee and minimum account requirements are negotiable in its discretion.
Fee Estimator
Location
4520 East West Highway, Suite 400, Bethesda, MD, 20814
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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 →Other Business ActivitiesSells Insurance
Kedest is a Senior Client Service Advisor for MV Capital Management Inc., dedicating about half their time to advisory and administrative services. Kedest is also a Senior Client Service Advisor for MV Financial Group, an insurance brokerage selling fixed, life, disability, health, and group insurance.
Employment History
Current Registrations
Mv Capital Management, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Gv Capital Management,inc.
Gv Financial Advisors, INC.
Securian Financial Services, INC.Broker
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.