Christie Kennimer is a registered investment advisor at Kdk Private Wealth Management, based in Houston, TX, with 8 years of industry experience. Christie 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.
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.