Kwadwo Osei is a CFA-designated registered investment advisor at Atwima Wealth Management LLC, based in Sacramento, CA, with 1 years of industry experience. Kwadwo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
3400 Cottage Way, Ste G2, Sacramento, CA, 95825
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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 →Other Business Activities
Kwadwo is the VP of Finance & Chief Compliance Officer at Integrity Growth Partners, a private equity firm. This investment-related role takes nearly full-time hours.
Employment History
Current Registrations
Atwima Wealth Management LLC
State Registrations3 states
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