Kevin Chung
Kevin Chung is a CFA, CFP-designated registered investment advisor at Generative Family Office LLC, based in Moraga, CA, with 17 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Tax Planning. Their firm serves 7 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Generative Family Office does not directly manage investments. Instead, they recommend a third-party investment advisor to manage client portfolios. The third-party advisor charges a fee based on the value of your investments, typically ranging from 0.15% to 1.00% per year. This fee is separate from any fees charged by Generative Family Office.
Location
1640 School Street, Suite 103F, Moraga, CA, 94556
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 ActivitiesSells Insurance
Kevin is a licensed insurance agent since 2009, but is not actively selling insurance and spends no time on it. His private address in Moraga, CA is investment-related.
Employment History
Current Registrations
Generative Family Office LLC
Previous Registrations
J.P. Morgan Private Wealth Advisors LLC
Jackson Financial Management
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.