Helena Sandoval is a registered investment advisor at Kera Capital Partners, based in San Jose, CA, with 4 years of industry experience. Helena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 329 clients with $1.4B 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 | 1.25% |
Maximum annual advisory fee is 1.25%, billed monthly based on the average daily balance. Fees are negotiable.
Fee Estimator
Location
1760 the Alameda, San Jose, CA, 95126
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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.
Learn about disclosures →Other Business Activities
Helena is a Notary Public for the state of California since January 2024, administering oaths, affirmations, and certifications. This requires minimal time and is not investment-related.
Employment History
Current Registrations
Kera Capital Partners
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
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.
Exams
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