Sal Kargodorian
Sal Kargodorian is a registered investment advisor at Golden K Plans and Wealth Management a DBA of Golden K Wealth Mg, based in Woodland Hills, CA, with 25 years of industry experience. Sal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 194 clients with $160M 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 | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $4.0M | 0.85% |
| $4M+ | 0.85% |
Fees are negotiable for accounts above $4,000,000.
Fee Estimator
Location
5950 Canoga Avenue, Suite 540, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2007Other Business Activities
Sal is the owner of Golden K Plans Inc, a third-party administrator or recordkeeper.
Employment History
Current Registrations
Golden K Plans and Wealth Management a DBA of Golden K Wealth Mg
Previous Registrations
AXA Advisors, 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.