BDKMarketGroup Investment Management provides investment management services for experienced investors. The firm creates customized portfolios based on individual client objectives, using technical, fundamental, and behavioral analysis. BDK aims to maximize performance while minimizing risk. The firm also publishes newsletters and market commentary.
Assets Under Management$17M
Clients16
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Some clients qualify for performance-based fees of 0.5% of the market value of assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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