Kadisak Financial Services provides investment advisory services to individuals and trusts. They create personalized investment policies and financial plans based on client's goals, time frame, and risk tolerance. Kadisak Financial Services manages investments in a diversified portfolio of mutual funds and other securities through an independent broker custodian. They also offer retirement planning, investment advice on employer retirement savings plans, and consultation on estate, income tax, and insurance issues.
Assets Under Management$66M
Clients80
Advisors2
Avg. per Client$820K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Minimum annual fee of $1,000. Special reduced fees apply to accounts established for children of the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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