Kademian Financial Group offers personalized investment advice and financial planning to individuals, families, and businesses. Services include portfolio management, retirement planning, and pension consulting. Kademian Financial Group tailors its advice to each client's specific needs and goals, considering their risk tolerance and financial situation.
Assets Under Management$60M
Clients170
Advisors1
Avg. per Client$350K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Kademian Financial Group charges a percentage of your portfolio annually for investment management. The fee varies based on the amount you invest:
- First $1,000,000: 0.75% for equity/balanced portfolios, 0.25% for mutual fund allocation, 0.25% for fixed income.
- Next $1,000,000: 0.50% for equity/balanced portfolios, 0.20% for mutual fund allocation, 0.20% for fixed income.
- Over $2,000,000: Negotiable.
Fees are billed quarterly in advance. The firm may combine account values of family members to determine the applicable fee.
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