Kristopher Johnson is a CFP-designated registered investment advisor at Kai Wealth LLC, based in Gilbert, AZ, with 19 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, High Net Worth, and 1 more. Their firm serves 23 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kai Wealth negotiates management fees individually with each client based on the specific services provided and the size of the portfolio. Fees are generally calculated as a percentage of your portfolio, payable monthly or quarterly, in advance or in arrears.
In addition to standard portfolio management fees, Kai Wealth may charge performance-based incentive fees of 20% on new net trading profits generated in your account. Because fees are negotiated individually, different clients with similar portfolio sizes may pay different rates.
Contact
Kristopher Johnson
Location
Gilbert, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristopher serves as a Portfolio Manager for a private fund at Raintree Capital Management, dedicating about 15-20 hours per week. Raintree Capital Management, LLC is a commodity pool operator with the CFTC and an exempt reporting adviser.
Employment History
Current Registrations
Kai Wealth LLC
Previous Registrations
Stone Island Financial Planning
Timothy Financial Counsel, INC.
State Registrations3 states
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
Additional Information
Kris began his career in the investment industry in 2000. Following a short two-year stint with an investment management firm, he spent the next 16 years with an hourly financial planning firm where he served as the chair of the investment committee and was the primary advisor for over 200 active client relationships. After moving to Arizona with his family in early 2017, Kris joined Stone Island Financial Planning (formerly South Georgia Capital, LLC) in April 2018 to bring in-depth financial planning services to the firm's established client base. Through an affiliated entity, Raintree Capital Management, LLC, Kris serves as portfolio manager of a proprietary multi-strategy fund, available to risk-conscious accredited and qualified investors.
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