Data sourced from SEC Form ADV filed August 17, 2026
Overview
Headquarters
Geneva, IL
Total Firm Assets
$112 million
Average High-Net-Worth Client Portfolio Size
$2.0 million
Fee Disclosure
Source: FORM ADV2A (DISCLOSURE BROCHURE), FORM ADV2B (BROCHURE SUPPLEMENT) AND PRIVACY POLICY FOR KDM INVESTMENT MANAGEMENT (2026-04-30)
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Min
Max
Disclosed Annual Rate
$0
$1,000,000
0.95%
$1,000,001
$2,000,000
0.70%
$2,000,001
$3,000,000
0.35%
$3,000,001
and above
0.15%
Stated Minimum Annual Fee: $1,000
Estimated Annual Advisory Fees
Portfolio Value
Estimated Annual Fee
Effective Fee Rate
$1 million
$9,500
0.95%
$5 million
$23,000
0.46%
$10 million
$30,500
0.30%
$50 million
$90,500
0.18%
$100 million
$165,500
0.17%
Actual fees may vary; other investment costs may apply.
Clients
High-Net-Worth Share of Firm Assets
66.36%
Number of High-Net-Worth Clients
37
Total Client Accounts
538
Discretionary Accounts
538
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
SEC CRD Number
152002
FORM ADV2A (DISCLOSURE BROCHURE), FORM ADV2B (BROCHURE SUPPLEMENT) AND PRIVACY POLICY FOR KDM INVESTMENT MANAGEMENT (2026-04-30)
(fee schedule source)
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Kdm Wealth Management Inc.'s Form ADV discloses 0.95% on the first $1 million, 0.70% on the next $1 million, 0.35% on the next $1 million, and 0.15% on assets above $3 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #152002), Kdm Wealth Management Inc. is subject to fiduciary duty under federal law.
Kdm Wealth Management Inc. is headquartered in GENEVA, IL.
Kdm Wealth Management Inc. serves 37 high-net-worth clients according to their SEC filing dated August 17, 2026. View client details ↓
According to their SEC Form ADV, Kdm Wealth Management Inc. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Kdm Wealth Management Inc. manages $112 million in client assets according to their SEC filing dated August 17, 2026.
According to their SEC Form ADV, Kdm Wealth Management Inc. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓