Cynthia Gaertner-Bridges is a CFP-designated registered investment advisor at Kuleana Wealth Advisors, based in Los Altos, CA, with 16 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 23 clients with $82M 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 $1.0M | 4.00% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
These fees are for Investment Management Services. The minimum quarterly fee is $2,500. A 0.45% add-on fee is generally charged for managing individual stocks, and a 0.20% add-on fee may be imposed for manually entered accounts.
Fee Estimator
Location
164 Main Street, Suite 210, Los Altos, CA, 94022
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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
Kuleana Wealth Advisors
Previous Registrations
Wealthscape Advisors, LLC
Founders Financial Network, LLC
State Registrations1 state
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