Mark Kidd is a PFS-designated registered investment advisor at Kidd Financial Planning, LLC., based in Livonia, MI, with 1 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees, account minimums and their applications to family circumstances, firm affiliations and certain individual circumstances may be negotiable.
Fee Estimator
Location
14700 Farmington Road, Suite 107, Livonia, MI, 48154
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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
Mark is a shareholder in Kidd Advisors LLC, a CPA/tax and accounting office. This takes nearly full-time, mainly during trading hours.
Employment History
Current Registrations
Kidd Financial Planning, LLC.
State Registrations1 state
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