Kirk Okumura is a ChFC-designated registered investment advisor at Apella Wealth, based in Berwyn, PA, with 5 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 6,901 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apella Capital offers investment management services for an annual fee based on the amount of assets managed. The maximum annual fee is 1.5%. There is a minimum account size of $500,000, but this may be waived at Apella's discretion. Apella Select clients are charged an additional fee of up to 0.25% for portfolio management services, and an additional 0.05% for tax overlay services. Apella Ascent clients pay 0.50% of assets under management.
Location
1205 Westlakes Drive, Suite 370, Berwyn, PA, 19312
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kirk operates under the DBA Kirk Okumura and serves as a peer reviewer for academic content and an adjunct instructor for the Financial Services Certified Professional (FSCP) program with The American College of Financial Services. This takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Apella Wealth
Previous Registrations
Hoey Investments, INC.
State Registrations2 states
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