David Schlesselman is a registered investment advisor at Kdm Wealth Management INC., based in Geneva, IL, with 8 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 146 clients with $100M 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 | 1.20% |
| $250K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.45% |
| $3M+ | 0.25% |
Fees may be negotiable. Some clients may be offered tax preparation and planning and/or estate planning services included in their fee, at the sole discretion of the Advisor.
Fee Estimator
Location
321 Stevens Street, Suite R, Geneva, IL, 60134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kdm Wealth Management INC.
State Registrations1 state
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