KD Wealth Management (KDWM) manages investment portfolios and offers financial planning services. KDWM creates personalized investment plans based on client goals and risk tolerance. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. KDWM also offers comprehensive financial planning for a fixed monthly fee.
Assets Under Management$10M
Clients30
Advisors1
Avg. per Client$330K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K+ | 0.80% |
Fees may be negotiable. Wrap fee program available, not to exceed 1%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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