Kadirov Financial Management offers discretionary portfolio management and project-based financial planning for individuals, high-net-worth clients, trusts, and estates. Kadirov Financial Management builds diversified, long-term portfolios primarily using exchange-traded funds and mutual funds, tailored to each client's risk tolerance, goals, and time horizon. In addition to investment services, Kadirov Financial Management provides project-based planning covering retirement, cash flow, education funding, insurance, and tax-aware positioning. The firm also operates an affiliated tax preparation, bookkeeping, and accounting practice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $3.0M | 1.05% |
| $3M+ | 0.80% |
Fees are negotiable. Related accounts within the same household may be aggregated for fee calculation purposes.