Kidd Financial Planning offers financial planning and investment management services to individuals, small businesses, retirement plans, and trusts. Investment management includes creating a written investment policy, evaluating existing investments, and ongoing monitoring. Kidd Financial Planning typically uses no-load mutual funds and exchange-traded funds, primarily from Dimensional Fund Advisors. They also offer financial planning and consulting services, including business, cash flow, education, trust and estate, insurance, charitable, tax, and retirement planning.
Assets Under Management$4.8M
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees, account minimums and their applications to family circumstances, firm affiliations and certain individual circumstances may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...