Kai Pan is a registered investment advisor at Wasatch Advisors LP, based in Salt Lake City, UT, with 12 years of industry experience. Kai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 239 clients with $23B 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 $50.0M | 1.00% |
| $50.0M - $100.0M | 0.90% |
| $100M+ | 0.85% |
Schedule shown is for Domestic Small Cap. Other strategies have different fee schedules ranging from 0.55% to 1.35%. Fees are negotiable for larger accounts.
Fee Estimator
Location
505 Wakara Way, 3rd Floor, Salt Lake City, UT, 84108
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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
Wasatch Advisors LP
Previous Registrations
Morgan Stanley & CO. LLCBroker
State Registrations1 state
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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