David Wiedmeyer is a CFP-designated registered investment advisor at Kld Wealth Management, based in Lebanon, OH, with 9 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 22 clients with $8.1M 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
The above fee schedule includes the Outside Manager’s fee. The Outside Manager will debit the Client's account for both the Outside Manager's fee, and KLD's advisory fee, and will remit KLD's fee to KLD. The above fee schedule applies both to client accounts managed directly by the Firm and accounts managed by an Outside Manager. Altruist Cash Accounts will not be charged an advisory fee.
Fee Estimator
Contact
David Wiedmeyer
Location
706 Deerfield Rd., Lebanon, OH, 45036
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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 Activities
David works part-time as a dockworker for Saia Freight LTL, driving a forklift and moving freight. This activity, which is not investment-related, takes about 10-20% of his time.
Employment History
Current Registrations
Kld Wealth Management
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations3 states
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.