KD
CFP
KD
CFP

Kevin Reid Draudt

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
583 clients
Average Client Portfolio
$10.4M average
Assets Under Management
$6.1B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.75%
$20.0M - $35.0M0.50%
$35.0M - $50.0M0.35%
$50M+0.35%

Fees negotiable for amounts over $50 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1861 International Drive, Suite 501, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

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
Andersen
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Valeo Financial Advisors, LLC
November 2019 - November 2022 · 3 yrs
Atlas Financial
August 2019 - May 2020 · 9 mos
Abacus Planning Group, INC.
October 2018 - June 2019 · 8 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Kevin Reid Draudt - Financial Advisor | TrueAdvisor