Keidan Financial Consultants manages investment portfolios and offers financial planning services, including advice on matters not involving securities. For investment management, they assess client goals and risk tolerance, create investment plans, execute trades, manage portfolios, and provide quarterly reports. Financial planning covers cash flow, retirement, insurance, estate, and tax planning. Clients' accounts are managed based on their financial situation and investment objectives, with any reasonable restrictions they impose.
Assets Under Management$500M
Clients176
Advisors2
Avg. per Client$2.8M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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