KDP Asset Management Review


Trust Score 96%
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KDP Asset Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. KDP Asset Management manages $439.9 million and provides investment advisory services for 29 clients (1:29 advisor/client ratio).

The annual asset based fee is between 0.40% and 0.80% per year of assets under management.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 29 clients (industry average 1:50)
  • Firm has been federally registered for 18 years

Considerations


  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes The annual asset based fee is between 0.40% and 0.80% per year of assets under management.
Minimum Investment $3,000,000
Minimum Annual Fee $0
Average Account AUM $15,170,242
Hybrid Advisor No
Disciplinary History No
Total AUM $439.9 million
Advisor / Client Ratio 1:29
Headquarters Montpelier, VT
SEC Filings Forms and Brochures


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