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