Cem Karsan is a registered investment advisor at Kai Wealth LLC, based in Chicago, IL, with 1 years of industry experience. Cem operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kai Wealth charges a management fee based on the value of your portfolio. All fees are individually negotiated, and clients with higher amounts of assets under management may pay lower fees. The firm may also charge a separate fee for certain unmanaged, self-directed assets on which the firm advises and/or includes in its consolidated performance reporting. The firm may also collect an incentive fee equal to a certain percentage of the net income generated for a client.
Location
401 West Superior Street, Suite 001, Chicago, IL, 60654
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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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Saffron Capital Partners LLC is Cem's personal real estate investment vehicle, established in 2013. Cem dedicates minimal time to this business.
Employment History
Current Registrations
Kai Wealth LLC
State Registrations1 state
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