RK
RK

Robert Kahn

11 Years of Experience
Los Angeles, CA

Robert Kahn is a registered investment advisor at Alphanext, LLC, based in Los Angeles, CA, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 27 clients with $64M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
27 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$64.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2121 Avenue of the Stars, Suite 800, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Robert manages rental real estate investments, dedicating minimal time to this activity. Additionally, Robert owns interest in Alpha Analytics, LLC.

Employment History
Current Registrations
Alphanext, LLC
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Alpha Analytics Investment Group LLC
July 2014 - November 2018 · 4 yrs 4 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.