Corrie Borde is a registered investment advisor at Kcd Financial, INC., based in Palm Bay, FL, with 3 years of industry experience. Corrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,145 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KCD Financial offers asset management programs where fees are a percentage of the assets they manage. This fee can range from 0.5% to 3% annually, as agreed upon between you and KCD. The smaller your portfolio, the larger the percentage you might pay, and vice versa. The specific fee structure will be detailed in your Investment Advisory Services Agreement.
Location
Palm Bay, FL
Get directionsHistory
Regulatory History (2)
Criminal
January 2003Criminal
November 1992Other Business ActivitiesSells Insurance
Corrie is involved with Borde Insurance & Investments, selling fixed annuities, life insurance, health insurance, long-term care, disability, liability, and property & casualty insurance, dedicating a significant amount of time to this. Corrie is also a real estate investor, spending minimal time on this activity.
Employment History
Current Registrations
Kcd Financial, INC.
State Registrations1 state
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.