KDWallStreet Investment Advisor provides investment management and financial planning services. Financial planning is often included in the investment management fee. KDWallStreet may also charge a flat or hourly fee for financial planning services without asset management. KDWallStreet assists clients with their entire financial situation, including taxation issues, financing, and estate planning. KDWallStreet does not consider itself a market timing service for day trading, but may exit investments as situations occur.
Assets Under Management$26M
Clients91
Advisors1
Avg. per Client$290K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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