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Kristine Kanno

18 Years of Experience
Bellevue, WA
1 DisclosureSells Insurance

Kristine Kanno is a registered investment advisor at Kanno Capital, based in Bellevue, WA, with 18 years of industry experience. Kristine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Investment Management, and 3 more. Their firm serves 143 clients with $37M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
143 clients
Average Client Portfolio
$258K average
Assets Under Management
$36.9M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.40%
$500K - $1.0M1.30%
$1.0M - $3.0M1.20%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.70%
$10M+0.40%

Fees are negotiable and may be lower based on client type, account size, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

14205 SE 36th Street, Suite 100, Bellevue, WA, 98006

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History

Regulatory History (1)
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Criminal
March 1996
Final Disposition
Other Business ActivitiesSells Insurance

Kristine is an independent insurance agent selling fixed insurance products since 2008, dedicating full-time hours to this activity. She also serves on the University of Washington Industrial and Systems Engineering Executive Advisory Board, spending minimal time per month advising and mentoring students.

Employment History
Current Registrations
Kanno Capital
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Opal Advisors
February 2018 - March 2021 · 3 yrs 1 mo
Voya Financial Advisors, INC.
January 2008 - February 2018 · 10 yrs 1 mo
Voya Financial Advisors, INC.Broker
January 2008 - February 2018 · 10 yrs 1 mo
AXA Advisors, LLC
November 2007 - December 2007 · 1 mo
AXA Advisors, LLCBroker
November 2007 - December 2007 · 1 mo
State Registrations3 states
HITXWA
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.
Kristine Kanno - Financial Advisor | TrueAdvisor