Corrie Kevin Borde

Kcd Financial, INC.

3 Years of Experience

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Firm Information

Kcd Financial, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

35 advisors

Number of Clients

1,145 clients

Average Client Portfolio

$159K average

Assets Under Management

$182.6M

Fee Structure

Minimum Investment:$25K

Financial Plan Fee:$150 - $1,000

Hourly Rate:$50 - $150/hr

Fees for asset management programs range from 0.5% to less than 3% annually, as agreed upon in writing. The smaller the portfolio, the larger the fee, and conversely. Financial planning and appraisal services are based on hourly ($50-$150) or fixed fees ($150-$1,000). Third-party management programs have their own fee schedules. A $25,000 minimum account requirement may be waived. Fees are negotiable within the stated ranges.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Advisor Information

Office location

Palm Bay, FL

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Criminal

January 2003

Final Disposition

Criminal

November 1992

Final Disposition

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Other 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.