At KD Wealth Management, we offer 3 ways to do business together.
Our fee structure is customized to your plan.
asset under management
This is ideal for clients who are established savers, want professional advice, and a strong focus on values-based investing. Please note, for account values under $250,000, we will discuss a combination of advisory fees plus Membership Program as outlined below.
Fee Schedule
| Account Value | Annual Advisory Fee |
|---|---|
| $0 - $250,000 | 1.25% |
| $250,001 - $1,000,000 | 1.00% |
| $1,000,001 - Above | 0.75% |
Membership Program
Rates range from $300 - $500 per month based on the complexity of your plan and how many deliverables we identify. This is ideal for clients who are seeking professional advice but may be early in their wealth accumulation phase or have most of their wealth concentrated in an employer plan such as a 401K.
one-time / project-based planning
This ranges from $500 - $6000 depending on the complexity of the plan. This is ideal for clients who are not wanting a monthly commitment, or who have one time needs. These planning fees are included if I am managing your assets, or you are part of a monthly Membership Program.