KLDC provides investment management services, primarily on a discretionary basis, and manages investment advisory accounts. KLDC also offers investment advice through consultations and a market timing service. KLDC helps clients develop a plan to meet their financial goals, which can then be implemented with the assistance of the advisory programs offered.
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% |
| $1.0M - $2.0M | Included |
| $2M+ | Included |
Fees are negotiable for accounts over $1,000,000. KLDC also offers to manage accounts for a performance-based fee of 20% of net realized capital gains, which is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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