Kam Shadan
Kam Shadan is a registered investment advisor at Strategic Advisers LLC, based in Larkspur, CA, with 24 years of industry experience. Kam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
601 Larkspur Landing Circle, Larkspur, CA, 94939-1722
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1999Other Business Activities
Kam works as a firearms, martial arts, and polo instructor, dedicating a few hours per week to each activity. These activities are not investment-related.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Paulson Investment Company LLCBroker
Quest Capital Strategies, INC.Broker
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.Broker
Quest Capital Strategies, INC.
Whitehall-Parker Securities, INC
Whitehall-Parker Securities, INC.Broker
Private Client Services
Private Consulting Group, INC.Broker
Private Consulting Group, INC.
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Quest Capital Strategies, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Dean Witter Reynolds INC.Broker
State Registrations10 states
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.