Our Fees

Transparency and Customer Service

One of the most important responsibilities we have is to make sure you understand our processes and our fees. We are paid by our clients in two ways:

Happy couple shaking hands with a planner in the office.

Wealth Management / Onboarding Fees

Our Wealth Management / Onboarding fees start at $7,500 and go up depending on the complexity of your specific financial situation.

Two Women working with computer, selective hands hold notebook paper.

Asset Management Fees

Asset Management Fees are an annual percentage based on account type and size. Our account types include: Individual Fixed Income, Public Markets Portfolio and Risk Managed Portfolios.

Asset Management Fees

Public Markets Liquid Portfolio

Our Public Market Portfolios are composed of diversified public equites and other public market assets.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with CD Wealth Management.

Account Size Annual %
<$1MM 1.50%
$1MM – $3MM 1.25%
$3MM – $5MM 1.00%
$5MM – $10MM 0.75%
$10MM – $20MM 0.60%
$20MM+ Institutional
Pricing

Individual Fixed Income

Our Individual Fixed Income Portfolios are composed of diversifed fixed income assets.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with CD Wealth Management.

Account Size Annual %
<$2MM 0.50%
$2MM – $3MM 0.40%
$3MM – $4MM 0.30%
$5MM+ 0.25%

Risk Managed Liquid Portfolios

Our Risk Managed Portfolios are composed of diversifed assets that balance returns, risk, and security.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with CD Wealth Management.

Account Size Annual %
<$1MM 1.25%
$1MM – $3MM 1.00%
$3MM – $5MM 0.75%
$5MM – $10MM 0.60%
$10MM – $20MM 0.50%
$20MM+ Institutional
Pricing

These fees are based on portfolios with financial plans in place with CD Wealth Management.

Want to get in touch?

Send us your contact information and one of our representatives will be reaching out soon!

We’d Love To Talk To You