Milton Kidd is a registered investment advisor at Kidd Vision Capital LLC, based in Lafayette, LA, with 4 years of industry experience. Milton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 38 clients with $23M 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 $100K | 1.35% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $5.0M | 1.05% |
| $5M+ | 0.95% |
Fees are negotiable. The annual advisory fee for Kidd Intelligent Portfolios Program is 0.95%.
Fee Estimator
Location
822 Harding Street, Suite 307, Lafayette, LA, 70503
Get directionsHistory
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
Milton assists family businesses involved in rental properties and timber land. He would also consider investing in private businesses.
Employment History
Current Registrations
Kidd Vision Capital LLC
Previous Registrations
Avant Capital, LLC
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.