Michael Kato
Michael Kato is a CFP-designated registered investment advisor at Gc Wealth Management RIA, LLC, based in San Francisco, CA, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 247 clients with $5.8B 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 | 1.50% |
Annual fee will not exceed 1.5% of assets under management. Fees may be tiered, asset-based, or flat, and are negotiable.
Fee Estimator
Location
75 Hawthorne St, Suite 2300, San Francisco, CA, 94105
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 1991Criminal
January 1991Employment History
Current Registrations
Gc Wealth Management RIA, LLC
Previous Registrations
J.P. Morgan Private Wealth Advisors LLC
State Registrations1 state
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
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