Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
BDFS Capital, LLC charges an annual fee based on assets under management, as detailed in the fee table. These fees are negotiable depending on the client's needs and the complexity of their situation. The final fee schedule is attached as an exhibit to the client contract. There is no account minimum for any of BDFS’ services. Clients participating in the wrap fee program will not pay transaction or trading fees, except for trades executed away from the custodian. Clients are responsible for other account fees, such as IRA fees, fund management fees, and transfer taxes.
Areas of Practice
Advisor Information
Office location
19409 Plantation Rd, Bldg. 2 Unit 1, Rehoboth Beach, DE, 19971
Get directionsRegulatory 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
Kenneth is a financial advisor/partner at Black Diamond Financial Solutions, dedicating full-time hours to creating and monitoring financial plans and investments. He also spends a few hours per week on insurance sales within the context of financial plans, and about a quarter of his time as an IAR at BDFS Capital LLC.