Colin Dowdeswell is a registered investment advisor at Kdt Advisors, LLC, based in Monaco, with 4 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 52 clients with $210M 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 maximum annual fee charged for asset management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Location
Monaco
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Colin is involved with CGM Azimut Monaco, an investment advisory business, since February 2021. He spends about a quarter of his time reviewing and advising client investment portfolios.
Employment History
Current Registrations
Kdt Advisors, LLC
State Registrations1 state
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