KDK Private Wealth Management, LLC provides comprehensive wealth management services, which include financial planning, consulting, investment management, and reporting services. KDK Private Wealth Management builds custom portfolios using exchange-traded funds, mutual funds, individual stocks and bonds, and third-party independent money managers, along with alternative investments like private funds. The firm tailors its services to individual client needs by assessing risk tolerance, time horizon, and liquidity constraints. KDK Private Wealth Management primarily works with high-net-worth clients, trusts, estates, and business entities, and also offers stand-alone portfolio reporting services for family offices and wealthy clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee ranges up to 1.0% and is charged monthly in arrears. Fees for held-away assets, accommodation accounts, and alternative investments may be negotiated.