Advisor at KCD Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Corrie Borde is a financial advisor at KCD Financial, Inc. with three years of industry experience. Prior to joining KCD, Borde worked at Borde & Associates for nine years and Bankers Life for three years. Outside of advising, Borde is involved in insurance sales through Borde Insurance and Investments. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individual, corporate, and charitable clients with asset management, financial planning, and appraisal services. The firm employs a variety of analytical methods and investment strategies, typically operating on a non-discretionary basis while offering access to third-party managed accounts.
Based on KCD Financial, Inc.
Based on KCD Financial, Inc.
Fixed fees range from $150 to $1,000 per financial plan
$0 - $100,000: 2% to less than 3% $100,000 - $500,000: 1% to 2% $500,000 - $1,000,000: 0.5% to 1% $1,000,000+: 0.5% or any negotiated variation
$50 to $150 per hour depending on experience and portfolio complexity
Account minimum: $25,000 (may be waived) Fee-only: Hourly fees range from $50 to $150 per hour; fixed fees range from $150 to $1,000 per plan
Palm Bay, FL
Florida
Borde & Associates
2017 - Present (9 years)
Bankers Life
2014 - 2017 (3 years)
Wireless Direct Inc
2002 - 2019 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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