KCD Financial, through its Investment Advisory Representatives, offers investment advice to individuals and entities. KCD provides asset management programs, financial planning and appraisal services, and third-party management programs. KCD is associated with KCD brokerage as a dually registered independent introducing registered broker-dealer and registered investment advisor. Advice is tailored to each client's situation, considering risk tolerance, goals, and suitability.
Fee Structure
KCD Financial offers asset management programs where fees are a percentage of the assets they manage. This fee can range from 0.5% to 3% annually, as agreed upon between you and KCD. The smaller your portfolio, the larger the percentage you might pay, and vice versa. The specific fee structure will be detailed in your Investment Advisory Services Agreement.