Kaydan Wealth Management provides financial planning and investment advice to individuals and families. Their services include wealth management, investment management, and wealth consulting, including workplace savings programs. Kaydan tailors its advice to each client's situation and works with other advisors as needed. They manage investments on a discretionary basis, requiring authority to make trades without prior approval, though clients can set restrictions.
Assets Under Management$730M
Clients1,098
Advisors6
Avg. per Client$660K
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,250
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.
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