Tamaki Kern is a CFP-designated registered investment advisor at Catalyst Private Wealth, LLC, based in San Mateo, CA, with 8 years of industry experience. Tamaki operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 487 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Catalyst Private Wealth's annual investment management fee can range up to 2.00% of the value of your portfolio. The fee is calculated and charged quarterly in advance, based on the value of your portfolio at the end of the previous quarter. The fee can be structured as a fixed percentage, a tiered schedule with different rates for different asset levels, or a linear schedule with a breakpoint percentage.
Location
3 East Third Ave., Office 323, San Mateo, CA, 94401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Catalyst Private Wealth, LLC
Previous Registrations
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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