1911 11th Street, Suite 207, Boulder, CO 80302
Phone (303) 443-6644 Fax (303) 443-7755
Email info@kydecap.com
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1911 11th Street, Suite 207, Boulder, CO 80302 Phone (303) 443-6644 Fax (303) 443-7755 Email info@kydecap.com |
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OUR SERVICES
Comprehensive Financial Planning
A process of analyzing your current situation, clearly defining your desired
situation, identifying potential pitfalls on the path from the former to the
latter and designing a strategy to circumvent them. We begin with an open discussion
of your aspirations and finish with specific, harmonized recommendations designed
to efficiently achieve your ultimate objectives. Fees vary depending on the
scope and complexity of the plan, include implementation and one year of monitoring
and are discussed with you prior to your plan’s preparation.
Investment Management / Wealth Management
Asset Management services are offered exclusively to clients with a minimum
of $500,000 in assets under management and are available in conjunction with
the development of a comprehensive financial plan or on a stand alone basis.
They include: data gathering and analysis, Investment Policy Statement creation,
portfolio design, implementation and management, and performance reporting.
Asset Management fees are calculated as a percentage of assets under management,
as follows:
| Less than $500,000 | 1.25%/yr. |
| $500,001 to $1,000,000 | 1.15%/yr. |
| Once at $1,000,001: $1 to $2,000,000 | 1.00%/yr. |
| $2,000,001 to 4,000,000 | 0.85%/yr. |
| $4,000,001 and above | 0.60%/yr. |
Focused Financial Planning
For clients requiring a professional review of a single element of their financial
situation in isolation, our services are available on an hourly basis. Frequently,
this work involves multi-alternative comparisons or projections of possible
future scenarios. We provide you with objective, factual information to aid
in your decision-making process. Fees are charged at rates of $185/hour for
a principal’s time and $45/hour for support time.
Individual Portfolio Design
A subset of asset management or comprehensive planning, portfolio design is
also offered as a standalone service. We provide the same approach to the creation
and implementation of your portfolio without the ongoing management and reporting.
Like focused planning, these services are billed at an hourly rate.
Risk Management
We perform critical reviews of existing or considered life, disability and long-term
care insurance products, evaluating them on characteristic such as the carriers’
financial strength and claims paying ability, relative value of benefits, ROI
and others. We also sell and service each of these insurance types. We do not
work in health or property and causality insurance, however, we have relationships
with experts in these areas and commonly refer our clients to them.
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