Matthew Cobas is a CFP-designated registered investment advisor at Kaiyo Wealth LLC, based in San Diego, CA, with 9 years of industry experience. Matthew 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
Origin Investment Advisory LLC
Mariner Wealth Advisors
Msec, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Commonwealth Financial NetworkBroker
State Registrations2 states
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