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Ken Kamada

21 Years of Experience
Bellevue, WA
2 Disclosures

Ken Kamada is a registered investment advisor at Kamada Investment Management, based in Bellevue, WA, with 21 years of industry experience. Ken operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $10M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$10.3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Bellevue, WA

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History

Regulatory History (2)
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Customer Dispute
December 2017
Settled
Employment Separation After Allegations
September 2006
Other Business Activities

Ken is involved in several business activities, including serving as CFO for Harvey Partners and Citian, CEO for AboutGolf, co-founder of Investino, advisor for Athennian, and board member for Bamboo Technologies. These activities take up a significant amount of Ken's time across various roles and responsibilities.

Employment History
Current Registrations
Kamada Investment Management
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
Helm Capital Management
September 2008 - July 2011 · 2 yrs 10 mos
Morgan Stanley
October 2002 - September 2006 · 3 yrs 11 mos
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.
Ken Kamada - Financial Advisor | TrueAdvisor