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Investment Only Solutions

Low-Cost, Low-Touch Investment Solutions

Low-Touch

Effortless Portfolio Management

Simplify your investment journey with our streamlined Portfolio Management service, leaving the complexities to our team while you enjoy the convenience of hassle-free portfolio management. Experience effortless investing with a hands-off approach. Our goal is to simplify the investment process while maximizing your returns, allowing you to focus on other important aspects of your life. 

Low-Cost

Cost-Effective Wealth Building

Experience the convenience of cost-effective wealth building with our Portfolio Management service, optimizing returns without compromising on quality. By focusing on an investment only solution, we can offer a better experience at a lower price-point prior to committing to our holistic service. With a team of Certified Financial Planners™, we can advise you when you’re primed to ascend to our holistic wealth management services.

Investment Management

Strategic and Dynamic Solutions

At Kaydan, we take pride in delivering exceptional investment management services that are tailored to you. Let us be your partner in building a secure and prosperous financial future. Get started today and embark on your journey towards financial success!

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Portfolio Edge

Personally integrated, collaborative, and all-encompassing wealth management. 

Investment only solution for someone seeking a less encompassing engagement. By unbundling strategic portfolio management from the foundation of our traditional wealth management service models, we are able to provide a low-cost, low-touch investment only solution. 

  • 3rd-Party Risk Tolerance Analysis
  • Investment Policy Statement
  • 30-min. Annual Review of Returns, Benchmarking, & Suitability
  • Active Ongoing Portfolio Management
(includes portfolio build out, asset allocation, & rebalancing)

NO CONSULTING OR FINANCIAL PLANNING
Strategic 0.70%*
Dynamic
0.80%* (IRA’s >$500k Only)


* Based on account size, not relationship size. 

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Barron’s
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 6,186 individual advisors and theirfirms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The ranking may not be representative of anyone client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Kaydan Wealth Management, Inc. does not pay a fee in exchange for this award/rating. Barron’s is not affiliated with Kaydan Wealth Management, Inc.

Forbes
SHOOK does not receive compensation in exchange for its Top Advisor placements or rankings, which are determined independently (see methodology). Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.shookresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Forbes is not affiliated with Kaydan Wealth Management, Inc.

Investment advisory services offered through Kaydan Wealth Management, Inc., a Registered Investment Advisor with the United States Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. This website is a publication of Kaydan Wealth Management, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Professional advisors should be consulted before implementing any of the options presented. Information on this web page is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein. Information on this web site does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. External links are being provided for informational purposes only. Past performance may not be indicative of future results. Investing involves varying degrees of risk and there is no guarantee that any specific investment will either be suitable or profitable for a client’s investment portfolio.

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