Kamden Kanaly
Kamden Kanaly is a CFP-designated registered investment advisor at Kdk Private Wealth Management, based in Houston, TX, with 12 years of industry experience. Kamden 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 810, Houston, TX, 77057
Get directionsHistory
Regulatory History (2)
Criminal
November 2003Criminal
April 2003Other Business Activities
Kamden is co-trustee of family trusts created in 1992, dedicating minimal time to this role. He is also a managing member of KMBD Investment Partners, LLC, a small entity investing in real estate and oil and gas, where he spends minimal time coordinating tax preparation and facilitating operations.
Employment History
Current Registrations
Kdk Private Wealth Management
Previous Registrations
Mercer Global Advisors INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Amegy Investments, 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.