Sakae Wada is a registered investment advisor at Wada Capital Management, LLC, based in El Cerrito, CA, with 18 years of industry experience. Sakae operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wada Capital Management charges a quarterly management fee of 0.5% (2% annually) based on the fund's net market value. They also receive a performance fee of 20% of the profit allocated to each investor, exceeding any prior unrecouped losses.
Location
11100 San Pablo Avenue, Suite 203, El Cerrito, CA, 94530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wada Capital Management, LLC
State Registrations1 state
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