Jayanth Kabad
Jayanth Kabad is a CFP-designated registered investment advisor at Jaykay Wealth Advisors, INC., based in Houston, TX, with 39 years of industry experience. Jayanth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 142 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.45% |
| $25.0M - $30.0M | 0.40% |
| $30M+ | 0.35% |
Fees are negotiable based on client circumstances.
Fee Estimator
Location
6200 Savoy Dr., #300, Houston, TX, 77036
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jayanth operates Jaykay Wealth Advisors, Inc. as a DBA for LPL business and provides investment advisory services through Jaykay Wealth Advisors, Inc., dedicating full-time hours to this. Jayanth also sells non-variable insurance products and is a board member of a private non-profit foundation.
Employment History
Current Registrations
Jaykay Wealth Advisors, INC.
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
Ing Financial Partners, INC.Broker
Ing Financial Partners, INC
Guardian Investor Services CorporationBroker
First Investors CorporationBroker
State Registrations10 states
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