Reid Kitagawa is a CFP-designated registered investment advisor at Kanso Capital, based in Kirkland, WA, with 12 years of industry experience. Reid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 58 clients with $24M 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 $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5 Million.
Fee Estimator
Contact
Reid Kitagawa
Location
Kirkland, WA
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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 Activities
Reid is a general board member of the Juanita Woods Homeowners' Association, voting on projects and assisting with budgets and property maintenance. This activity is not investment-related and requires about 10-20% of his time, outside of business hours.
Employment History
Current Registrations
Kanso Capital
Previous Registrations
Integrity Financial Corporation
Morgan StanleyBroker
Morgan Stanley
Saturna Brokerage Services, INCBroker
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.