JK
JK
Jeffrey Kamys
5 Years of Experience
Palm Desert, CA
1 Disclosure
Jeffrey Kamys is a registered investment advisor at Inherent Wealth Fund, LLC, based in Palm Desert, CA, with 5 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 2 clients with $830K in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$413K average
Assets Under Management
$825K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
73265 Shadow Mountain Drive, Palm Desert, CA, 92260
Get directionsHistory
Regulatory History (1)
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Financial
December 2023Final
Other Business Activities
Jeffrey is the owner of Inherent, Inc., a design, brand, and web-related business, since 2005. He spends about 10-20% of his time on this activity.
Employment History
Current Registrations
Inherent Wealth Fund, LLC
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Inherent Wealth Fund, LLC
April 2021 - August 2021 · 4 mos
Baseline Investments, LLC
January 2021 - April 2023 · 2 yrs 3 mos
State Registrations1 state
CA
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.