Akemi Dalvi
Akemi Dalvi is a CFP, PFS-designated registered investment advisor at Kondo Wealth Advisors, INC, based in Pasadena, CA, with 16 years of industry experience. Akemi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 374 clients with $310M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
921 East Green Street, Pasadena, CA, 91106
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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 →Other Business ActivitiesSells Insurance
Akemi is the owner of Kondo Wealth Advisors, providing financial and retirement planning services and products, and spends full-time on this. She also sells fixed insurance and long-term care insurance, owns rental properties, is an owner/manager of Pasadena Green Street Investments LLC, and is an author/columnist/public speaker providing financial education.
Employment History
Current Registrations
Kondo Wealth Advisors, INC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Kondo Wealth Advisors
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations6 states
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