Jennifer Slater is a CFP-designated registered investment advisor at Kaydan Wealth Management, INC., based in Fenton, MI, with 15 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,098 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kaydan Wealth Management offers investment management services as part of their wealth management service or separately. For investment-only portfolio management (Portfolio Edge), they charge a flat annual fee ranging from 0.70% to 0.85%, billed quarterly.
Location
329 W. Silver Lake Rd., Fenton, MI, 48430
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jennifer is a licensed insurance agent.
Employment History
Current Registrations
Kaydan Wealth Management, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Iht Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.