KDB Asset Management offers tailored investment advice to individuals, high net worth individuals, profit sharing plans, trusts/estates, and corporations. KDB creates custom investment portfolios based on each client's goals. Services are provided for a fee based on the value of your portfolio or on an hourly basis, depending on your needs.
Assets Under Management$22M
Clients12
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.15% |
Fees are negotiable, especially for accounts over $5 million. KDB Asset Management may accept accounts with a value of below $250,000 and the fee to charge if the account is accepted will be determined on a case by case basis. KDB Asset Management will not charge a minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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