Kefira Bar-Golani is a registered investment advisor at RBC Securities, INC., based in Los Angeles, CA, with 11 years of industry experience. Kefira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,451 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RBC Securities offers a wrap fee program where you pay a single bundled fee that covers portfolio management, transaction costs, and custodial services. The fee is based on the market value of your account.
For Moderate Growth & Income, Growth & Income, Capital Growth, and Aggressive Capital Growth strategies:
- 1.25% annually on the first $1,000,000
- 1.00% annually on assets over $1,000,000
For Diversified Fixed Income and Conservative Growth & Income strategies:
- 0.80% annually on the first $1,000,000
- 0.65% annually on assets over $1,000,000
There is a $500 minimum annual fee. These fees are negotiable in certain circumstances.
Location
555 South Flower Street, 11th Floor, Los Angeles, CA, 90071
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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
Kefira is involved in several outside business activities, including real estate-related work as a contractor for Kellogg Real Estate and Kellogg Realty Group Inc, dedicating about 10-20% of her time to these activities. She also writes books and crochets as hobbies, potentially selling her crochet items to friends.
Employment History
Current Registrations
RBC Securities, INCBroker
RBC Securities, INC.
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
J.P. Morgan Securities LLCBroker
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.