KDM Wealth Management offers customized wealth management solutions through regular client contact and discretionary investment management. KDM works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. KDM constructs diversified portfolios using index and passive investments. KDM's investment approach is primarily long-term focused.
Assets Under Management$100M
Clients146
Advisors3
Avg. per Client$690K
Avg. per Advisor$34M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.45% |
| $3M+ | 0.25% |
Fees may be negotiable. Some clients may be offered tax preparation and planning and/or estate planning services included in their fee, at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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