G-Woon Choe is a registered investment advisor at Kera Capital Partners, based in Park City, UT, with 21 years of industry experience. G-Woon 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
Park City, UT
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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 →Employment History
Current Registrations
Kera Capital Partners
Previous Registrations
Guggenheim Funds Distributors, LLCBroker
Marram Investment Management, LLC
Protected Investors of AmericaBroker
Jackson National Life Distributors LLCBroker
Allianz Life Financial Services, LLCBroker
Planco Financial Services, LLCBroker
Van Kampen Funds INC.Broker
Banc One Securities CorporationBroker
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
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