Bhoopinder Kohli
Bhoopinder Kohli is a ChFC-designated registered investment advisor at Kfico, LLC Registered Investment Advisor, based in Tustin, CA, with 24 years of industry experience. Bhoopinder operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 104 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KFICO's investment advisory fees are based on the value of your portfolio, ranging from 0.00% to 2.00% per year, depending on the size and complexity of your account. More complex relationships may be charged a higher fee. Fees may be negotiable.
Location
2552 Walnut Ave., Suite 140, Tustin, CA, 92780
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
Bhoopinder works as a resident producer and general lines agent, selling various insurance products including life, health, disability, property & casualty, and workman's compensation. These activities take about 10-20% of Bhoopinder's time.
Employment History
Current Registrations
Kfico, LLC Registered Investment Advisor
Previous Registrations
Surya Capital, LLC
Kfico, LLC Registered Investment Advisor
Mcl Financial Group, INC.
Esi Financial Advisors
State Registrations1 state
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.