Jeremy Kovacevich is a CFP-designated registered investment advisor at Kaiyo Wealth LLC, based in San Diego, CA, with 10 years of industry experience. Jeremy 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, Insurance Planning, and 3 more. Their firm serves 86 clients with $240M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $30.0M | 0.50% |
| $30M+ | 0.40% |
Fees are negotiable and may vary based on legacy pricing. If an outside manager is used, their fee (typically 0.39% to 0.69%) is in addition to Kaiyo Wealth's fee, but the combined fee will not exceed 2% of assets under management.
Fee Estimator
Location
3511 Camino Del Rio S, Suite 204, San Diego, CA, 92108
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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
Kaiyo Wealth LLC
Previous Registrations
Hoylecohen, LLC
State Registrations2 states
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