Ajay Kaisth is a CFP-designated registered investment advisor at Kai Advisors, based in Princeton Jct, NJ, with 18 years of industry experience. Ajay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 41 clients with $66M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KAI Advisors manages investments for a fee based on a percentage of the assets they manage, ranging from 0% to 1% per year, depending on the size and complexity of the account. Clients can also choose to pay a fixed fee instead of a percentage of assets. Fees are billed quarterly.
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Ajay Kaisth
Location
Princeton Jct, NJ
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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.
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Current Registrations
Kai Advisors
Previous Registrations
Icici Group Global Private Clients
Kai Advisors
State Registrations2 states
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Additional Information
Our aim is to help you achieve peace of mind regarding your finances through sound advice, by guiding you through the several financial decisions you will face in your lifetime.