Gilbert Kuo is a registered investment advisor at Kun-Lun Development Corporation, based in Danville, CA, with 31 years of industry experience. Gilbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $6.6M 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 $250K | 2.50% |
| $250K - $1.0M | 2.00% |
| $1.0M - $2.0M | Included |
| $2M+ | Included |
Fees are negotiable for accounts over $1,000,000. KLDC also offers to manage accounts for a performance-based fee of 20% of net realized capital gains, which is negotiable.
Fee Estimator
Location
Danville, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kun-Lun Development Corporation
Previous Registrations
Kun-Lun Development CorporationBroker
Thomas F. White & CO., IncorporatedBroker
Montano Securities CorporationBroker
State Registrations1 state
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