Kaydan Wealth Management offers personalized investment management and financial planning services, helping clients manage both sides of their financial balance sheet—assets and liabilities. The firm provides comprehensive wealth management that integrates cash flow analysis, retirement planning, tax strategy, estate planning, education funding, and risk management into a single service. In addition to comprehensive wealth management, Kaydan Wealth Management offers an entry-level program, a subscription-based service for young adults under 40 called WealthCoach, workplace savings program consulting, retirement readiness reporting, and standalone investment management without financial planning advice. Portfolios are managed on a discretionary basis, meaning the firm makes trades on the client's behalf without asking first. Kaydan Wealth Management tailors its strategies to each individual's goals, time horizon, and risk tolerance, utilizing fundamental analysis across a variety of securities including stocks, bonds, mutual funds, exchange-traded funds, and variable annuities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees are negotiable. Family pricing allows combining related accounts. Standalone investment management only (Portfolio Edge) is charged at a flat rate of 0.70% to 0.85% per year.