Allison Kapadia
Allison Kapadia is a registered investment advisor at K2 Financial INC., based in Glendora, CA, with 8 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 366 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
K2 Financial's investment management fees typically range from 0.50% to 1.35% annually, based on the value of your portfolio. The specific fee will be outlined in your agreement. Fees are negotiable. Certain legacy clients may have different fee structures as described in their agreements.
Location
233 S. Glendora Ave., Glendora, CA, 91741
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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 ActivitiesSells Insurance
Allison co-owns rental property and spends minimal time on it. She is also an IAR and part owner of K2 Financial, K2 Benefits Group (insurance), and Krellwitz, Kurimoto & Associates, dedicating about half of her time to K2 Financial, a few hours per week to K2 Benefits Group, and about a quarter of her time to Krellwitz, Kurimoto & Associates, where she manages the firm, prepares taxes, and offers insurance.
Employment History
Current Registrations
K2 Financial INC.
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Advisory, LLC
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.