Li Li is a registered investment advisor at Klahanie Investment LLC, based in Issaquah, WA, with 8 years of industry experience. Li operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $14M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
16 clients
Average Client Portfolio
$889K average
Assets Under Management
$14.2M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is for separately managed accounts. The firm also manages a private investment partnership with a similar management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Issaquah, WA
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Regulatory History (1)
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Regulatory
August 2025Final
Employment History
Current Registrations
Klahanie Investment LLC
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Klahanie Investment LLC
July 2018 - December 2021 · 3 yrs 5 mos
State Registrations1 state
WA
Advisor
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.
Exams
No exam information available for this advisor.