Kiak Tae
Kiak Tae is a registered investment advisor at Gardena Financial Retirement Advisors, based in Gardena, CA, with 20 years of industry experience. Kiak operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 37 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.45% |
| $350K - $1.0M | 1.30% |
| $1.0M - $1.5M | 1.15% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Investment Advisor may discount client's billing at any time per advisor's sole discretion without notifying any client.
Fee Estimator
Location
1516 W Redondo Beach Blvd, Gardena, CA, 90247
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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 →Other Business ActivitiesSells Insurance
Kiak is a co-owner of ITS Financial Group Inc., providing administrative support, and an insurance agent/broker for TAESURANCE, advising clients on insurance needs. Kiak also owns KXT Real Estate as a real estate broker and Fusion Loan Advisors as a loan originator, dedicating about a quarter of their time to ITS Financial Group Inc. and minimal time to the other businesses.
Employment History
Current Registrations
Gardena Financial Retirement Advisors
Previous Registrations
Chase Investment Services CORP.
Financial West Group
Fsc Securities Corporation
Fsc Securities Corporation
State Registrations1 state
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