Kon Son is a registered investment advisor at Team Elevated Asset Management, based in Thousand Oaks, CA, with 19 years of industry experience. Kon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 92 clients with $35M 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable and may be adjusted on a per account basis.
Fee Estimator
Location
100 E Thousand Oaks Blvd, Suite 140, Thousand Oaks, CA, 91360
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 →Other Business Activities
Kon is involved with two companies: GNH Global Management, Inc. (since 2016, dedicating about 10-20% of their time) and GNH Asset Mgmt., Inc. (since 2015, serving as CFO and dedicating full-time hours).
Employment History
Current Registrations
Team Elevated Asset Management
Previous Registrations
Gnh Asset Management, INC.
M3 Asset Management, INC.
Morgan Stanley
Tower Square Securities, INC.
Primevest Financial Services, INC.
AXA Advisors, LLC
State Registrations2 states
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