Arley Gonzalez is a CFP-designated registered investment advisor at Koa Wealth Management, LLC, based in San Diego, CA, with 2 years of industry experience. Arley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 3 more. Their firm serves 160 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The management fee for privately placed securities is the lower of either 0.75% or the base fee, as determined by the client's overall portfolio value. Fees may be negotiable for certain client holdings.
Fee Estimator
Location
San Diego, CA
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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 →Employment History
Current Registrations
Koa Wealth Management, LLC
Previous Registrations
Blankinship & Foster, LLC
State Registrations1 state
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