KDP Asset Management, Inc.

Financial Advisor in Montpelier, VT

Firm Info
Address: 24 Elm St, Montpelier, VT 05602, USA
Phone: (802) 223-0440

Firm Size
Assets Under Management: $430.8 million
# of Advisors: 17
# of Clients: 37
Client to Advisor Ratio: 2:1
Average Account Size: $11.6 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Security Ratings or Pricing Servicess

Types of Clients
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Banking Institutions
  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Kdp Asset Management, Inc. Overview

KDP Asset Management, Inc. is a fee-based, investment advisory firm founded in 2000 and headquartered in Montpelier, VT. The firm specializes in investment advice only, offering a range of portfolio management services for individuals and small businesses, as well as businesses or institutional clients. KDP Asset Management is committed to providing expert financial guidance and customized investment solutions to help clients achieve their long-term financial goals. Their fee-based structure ensures that their advice is unbiased and always in the best interest of their clients. In addition to their portfolio management services, KDP Asset Management also offers security ratings or pricing services to help clients make informed investment decisions. Overall, KDP Asset Management is dedicated to delivering exceptional service and personalized financial guidance to help clients achieve their financial objectives.

KDP Asset Management, Inc. serves a broad range of clients, including high net worth individuals, banking institutions, pension or profit sharing plans, and charitable organizations. These clients demand high-quality investment management services that align with their unique needs and long-term goals. Despite their diverse profiles, these clients have one thing in common - a desire for reliable, professional guidance to help them grow and preserve their wealth. To cater to the various needs of its clients, KDP Asset Management, Inc. offers two fee structures - percentage of AUM and fixed fees. The percentage of AUM (Assets Under Management) structure charges a percentage of the total assets managed by the firm, which is typically between 1% and 2% of the portfolio value. This fee structure aligns the interests of the investment manager with those of the client, as the fee increases as the portfolio grows. The fixed fees structure, on the other hand, involves charging a pre-determined flat fee that covers the cost of the investment management services provided. This structure is more commonly used for less complex portfolios and smaller accounts. Ultimately, KDP Asset Management, Inc. tailors its fee structures to the unique needs of each client to ensure a mutually beneficial partnership.

Typical Clients, Fee Structures & Investment Minimum

According to KDP Asset Management, Inc.'s Part 2 Brochure, the investment minimum varies depending on the strategy chosen for separately managed accounts. For the KDP DEFENSIVE HIGH YIELD STRATEGY, the investment minimum is $3,000,000. For both the KDP LOAN STRATEGY and KDP CREDIT STRATEGY, the investment minimum is $10,000,000. The brochure notes that KDP Asset Management, Inc. may agree to manage separate accounts below the stated minimum account size at its sole discretion.

How This Office Can Help Montpelier, VT Residents

KDP Asset Management, Inc. is committed to helping clients in Montpelier, VT achieve their financial goals. The firm provides comprehensive financial planning and asset management services to individuals, families, and businesses. The team at KDP Asset Management works closely with clients to understand their unique financial situation and develop a customized plan tailored to their needs. Clients in Montpelier, VT may face a range of financial challenges, from saving for retirement to managing debt and investing for the future. KDP Asset Management helps clients navigate these challenges by providing expert guidance and support. The firm's services include investment planning, retirement planning, tax planning, risk management, and estate planning. Whether someone is just starting to build their wealth or planning for their retirement, KDP Asset Management has the experience and expertise to help them achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Kdp Asset Management, Inc., visit their Part 2 Brochure.

Services Offered by Kdp Asset Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Kdp Asset Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 24 Elm St, Montpelier, VT 05602, USA
Phone (802) 223-0440
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 24 ELM STREET, MONTPELIER, VT 05602-2814, United States

This firm has no other locations.

State Registrations

Kdp Asset Management, Inc. is registered to service clients in the following states:

  • Vermont

Disciplinary History

Kdp Asset Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.