KDT Advisors offers investment advice and asset management services, creating tailored portfolios with stocks, bonds, ETFs, and other securities. The firm also provides standalone financial planning and consulting services covering investment, retirement, estate, tax, education, real estate, and insurance planning. KDT Advisors acts as a fiduciary, prioritizing client interests and maintaining open communication.
Assets Under Management$210M
Clients52
Advisors3
Avg. per Client$4M
Avg. per Advisor$70M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee charged for asset management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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