KM
KM
Kumbirai Mtunga
18 Years of Experience
Calabasas, CA
1 Disclosure
Kumbirai Mtunga is a registered investment advisor at Private Wealth Solutions, LLC, based in Calabasas, CA, with 18 years of industry experience. Kumbirai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 275 clients with $500M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
275 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$500.0M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged for asset management services will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
26050 Mureau Road, Suite 103, Calabasas, CA, 91302
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2011Award / Judgment
Employment History
Current Registrations
Private Wealth Solutions, LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Stevens Foster Financial Advisors
May 2018 - May 2023 · 5 yrs
Kovack Advisors, INC.
January 2011 - May 2016 · 5 yrs 4 mos
Kovack Securities INC.Broker
January 2011 - May 2016 · 5 yrs 4 mos
Financial West Group
October 2008 - September 2010 · 1 yr 11 mos
Financial West GroupBroker
October 2008 - September 2010 · 1 yr 11 mos
Morgan Peabody, INC.Broker
June 2007 - October 2008 · 1 yr 4 mos
Brookstreet Capital Management
June 2006 - June 2007 · 1 yr
Brookstreet Securities CorporationBroker
October 2004 - June 2007 · 2 yrs 8 mos
AXA Advisors, LLCBroker
March 2003 - October 2003 · 7 mos
State Registrations2 states
CATX
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.