Kidd Vision Capital (KVC) provides ongoing portfolio management tailored to individual client goals and risk tolerance. KVC also offers financial consulting services covering investment planning, insurance, tax concerns, retirement, and education planning. KVC may use model allocations and considers client restrictions. KVC also offers portfolio management services through the Schwab Intelligent Portfolios Program.
Assets Under Management$23M
Clients38
Advisors1
Avg. per Client$600K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $5.0M | 1.05% |
| $5M+ | 0.95% |
Fees are negotiable. The annual advisory fee for Kidd Intelligent Portfolios Program is 0.95%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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