Keith Bong is a CFA-designated registered investment advisor at Sidoxia Capital Management, LLC, based in Newport Beach, CA, with 23 years of industry experience. Keith 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, Tax Planning. Their firm serves 91 clients with $130M 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 $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Minimum account size and annual fee may be negotiable under certain circumstances, including accounts invested in the Fusion ETF Focus strategy. Also manages the Slome Sidoxia Fund, LP with a 1.25% management fee.
Fee Estimator
Location
2901 W. Coast Highway, Suite 200, Newport Beach, CA, 92663
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Keith provides accounting and tax services through Topper and Co. or as a sole proprietor, potentially dedicating about half his time during peak seasons. He is also a managing member in Portola Capital Group LLC, a private investment company, and may teach college-level finance courses for about a quarter of his time.
Employment History
Current Registrations
Sidoxia Capital Management, LLC
Previous Registrations
Topper Capital Management, INC.
State Registrations1 state
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