| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
19409 Plantation Rd, Bldg. 2 Unit 1, Rehoboth Beach, DE, 19971
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Learn about disclosures →Kenneth is a financial advisor/partner at Black Diamond Financial Solutions, dedicating full-time hours to creating and monitoring financial plans and investments. He also spends a few hours per week on insurance sales within the context of financial plans, and about a quarter of his time as an IAR at BDFS Capital LLC.