KS
KS

Ken Sakamoto

21 Years of Experience
Goodyear, AZ

Ken Sakamoto is a registered investment advisor at Edelman Financial Engines, based in Goodyear, AZ, with 21 years of industry experience. Ken operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,244,406 clients with $330B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
722 advisors
Number of Clients
1,244,406 clients
Average Client Portfolio
$262K average
Assets Under Management
$326.3B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$900
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $400K1.75%
$400K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $10.0M0.60%
$10.0M - $25.0M0.50%
$25M+0.50%

Fees for amounts over $25 million are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Goodyear, AZ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ken serves on the Board of Directors for the Redwood Square Homeowner Association since 2012. His duties include attending meetings and making HOA policy decisions.

Employment History
Current Registrations
Edelman Financial Engines
April 2013 - Present · 13 yrs 6 mos
Previous Registrations
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
April 2011 - September 2012 · 1 yr 5 mos
Woodbury Financial Services, INC.
December 2009 - April 2011 · 1 yr 4 mos
Chase Investment Services CORP.
September 2009 - January 2010 · 4 mos
Wells Fargo Investments, LLC
May 2005 - September 2009 · 4 yrs 4 mos
Ifmg Securities, INC.
February 2005 - May 2005 · 3 mos
Citicorp Investment Services
March 2003 - April 2003 · 1 mo
State Registrations3 states
AZCATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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