Kcd Financial, INC.
Assets Under Management
$182.6M
Number of Clients
1,145
Number of Advisors
35
Average Client AUM
$159K
AUM per Advisor
$5.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
KCD Financial, Inc. offers asset management programs, financial planning and appraisal services, and third-party management programs. They consider a client’s overall financial situation, including risk tolerance and goals, when providing advice. KCD is dually registered as a broker-dealer and Registered Investment Advisor.
Fee Structure
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.
Areas of Practice
Location
3061 Allied Street, Suite B, Green Bay, WI, 54304