Henry Phan is a registered investment advisor at Kera Capital Partners, based in San Jose, CA, with 5 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 306 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kera Capital Partners charges a monthly fee for investment management, calculated as a percentage of your account's average daily balance. The maximum annual fee is 1.25%. The exact fee is agreed upon in writing. Fees may be lower for employees and their families. You can negotiate the fee. Your custodian will deduct the fee directly from your account. You can end the agreement with written notice.
Location
1760 the Alameda, San Jose, CA, 95126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kera Capital Partners
State Registrations2 states
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