KDK Private Wealth Management offers financial planning, consulting, and investment management services. Financial planning includes business, retirement, cash flow, risk management, trust and estate, charitable giving, financial reporting, distribution, investment consulting, tax, insurance planning, and manager due diligence. Investment management involves allocating client assets among ETFs, mutual funds, independent investment managers, and individual securities. KDKPWM also provides reporting services to high-net-worth clients and family offices.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee ranges up to 1.0% and is prorated and charged monthly in arrears based upon the market value of the assets being managed. The firm may negotiate a different fee rate for certain client holdings.