Kedrec LLC provides financial planning and wealth management services to individuals, trusts, estates, and businesses. Kedrec's services include cash flow analysis, retirement planning, insurance analysis, portfolio analysis, and estate planning. Kedrec offers ongoing planning services on a semi-annual basis. Wealth management services are offered at a flat monthly subscription rate, with different tiers based on investable assets and client needs. Active portfolio management is available for an additional fee.
Fee Structure
Kedrec Wealth Management offers wealth management services at a flat monthly subscription fee, not based on a percentage of your portfolio. These fees vary depending on the level of service you choose (Essentials, Growth, Accredited, or Retirement). Kedrec also offers active portfolio management for an additional annual fee of up to 1.50% of the assets they manage. This fee is negotiable. Kedrec does not charge asset-based fees for passive advisory services.