Yoav Karni
Yoav Karni is a registered investment advisor at West Coast Financial Wealth Management, INC, based in Walut Creek, CA, with 15 years of industry experience. Yoav operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 64 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
This fee is for the selection and monitoring of third-party investment advisors. The client will also be charged a separate fee by the third-party advisor, typically ranging from 0.50% to 1.00%. The combined fee will not exceed 3% annually.
Fee Estimator
Location
1801 Oakland Blvd., Suite 335, Walut Creek, CA, 94596
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
Yoav runs West Coast Financial and Insurance Services as a general agent and is a life insurance agent for Principal Marketing, selling life, disability, long-term care, and Medicare insurance. He also sells Medicare insurance and 401k plans for Health Net & Coventry, and owns rental property, dedicating about half his time to insurance activities and minimal time to real estate.
Employment History
Current Registrations
West Coast Financial Wealth Management, INC
Previous Registrations
Brokers International Financial Services, LLC
Brokers International Financial Services, LLC
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.