Sunday, 22 October 2017
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Fee Structure

You pay KDM Investment Management directly. We are a fee based advisory. What you pay us is all we get paid. Our fee structure minimizes conflicts of interest. With a fee based structure, we are free to evaluate and select products for inclusion in your portfolio based solely on your objectives, without a conflict of interest about how much we will be paid for using a specific product.

KDM Investment Management’s fee structure closely aligns our objectives with your objectives. Minimizing conflicts of interest was one of our key considerations in designing our fee structure.

For clients with over $1 million in assets under management, our fees are:

Assets Under Management Annual Fee Rate
First $1,000,000 0.75%
$1,000,001 to $2,000,000 0.60%
$2,000,001 to $3,000,000 0.45%
$3,000,001 and up 0.25%

For clients with under $1 million in assets under management, our fees are 1.20% for the first $250,000 and 0.60% for $250,001 to $1,000,000.

 

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Contact Info

321 Stevens Street, Suite R
Geneva, IL 60134
Phone: 630-232-9097
Fax: 630-578-0425
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