Yuji Koga is a registered investment advisor at Kcm, based in Lexington, MA, with 21 years of industry experience. Yuji operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.85% |
These rates are for Investment Management Services only. Wealth Management Services (which include financial planning) have a different fee schedule: Up to $2M: 1.25%, Over $2M: 1.10%. Fees are negotiable.
Fee Estimator
Location
Lexington, MA
Get directionsHistory
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 →Employment History
Current Registrations
Kcm
Previous Registrations
Reynders, Mcveigh Capital Management, LLC
Mauna Kea Capital Group, LLC
Thunderstorm Capital LLC
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.