KL
KL

Kaya Ladejobi

10 Years of Experience
Atlanta, GA

Kaya Ladejobi is a registered investment advisor at Earn Into Wealth Strategies, based in Atlanta, GA, with 10 years of industry experience. Kaya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 49 clients with $35M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
49 clients
Average Client Portfolio
$705K average
Assets Under Management
$34.5M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$9,600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.50%

These fees are in addition to the fees charged by the third-party investment management platform. The aggregate advisory fee (advisory fees of our firm and the third-party investment management platform) will not be greater than 2.00% per annum.

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

4279 Roswell Road, Suite 208, Atlanta, GA, 30342

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kaya is a member/owner of Your Money MBA LLC, a financial education company, since 2015. Kaya spends a few hours per week formulating financial education and training workshops.

Employment History
Current Registrations
Earn Into Wealth Strategies
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Earn Into Wealth Strategies
January 2016 - December 2023 · 7 yrs 11 mos
State Registrations3 states
GANYTX
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.
Kaya Ladejobi - Financial Advisor | TrueAdvisor