KDHH LLC works with clients of their CPA firm who have financial advisory needs. KDHH refers these clients to Wells Fargo Advisors in West Bend, WI. KDHH does not have the authority to make trades without asking first. KDHH receives a portion of the investment management fees charged by Wells Fargo Advisors.
Assets Under Management$3.5M
Clients25
Advisors1
Avg. per Client$140K
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:$10K
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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