KLDC manages investment portfolios and provides investment advisory services primarily on a discretionary basis, meaning KLDC makes trades on your behalf without asking first. KLDC also offers investment consultations and a market timing service to help you develop a strategy to reach your financial goals. KLDC specializes in personal investment management with a minimum account size of $100,000.
Assets Under Management$6.6M
Clients4
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees are charged annually in advance. Fees for amounts over $1,000,000 are negotiable, and KLDC also offers performance-based fees of 20% of net realized capital gains.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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