Khaled Salama is a CFA-designated registered investment advisor at Ks Global Advisors, INC., based in San Rafael, CA, with 27 years of industry experience. Khaled operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 37 clients with $47M 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 | 1.50% |
Fees for money management services generally range up to 1.5% of assets annually, depending on account size and other factors. In certain special circumstances, KS Global Advisors may consider alternate fee structures.
Fee Estimator
Location
San Rafael, CA
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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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Khaled is a guest lecturer at Stanford University and serves on several investment committees and boards, including San Domenico School, Sisters of St. Dominic, U Corp-SF State, and the Terra Fund. He also serves on the board of Cyber Dojo.
Employment History
Current Registrations
Ks Global Advisors, INC.
Previous Registrations
The Headlands Group, INC
The Headlands Group, INC
Bme Investment Partners, LLC
Anira Advisory Group, LLC
Headlands Group INC
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.