KX
CFA
KX
CFA

Kai Xiong

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthCharitable GivingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
225 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$967.2M

Fee Structure

Minimum Investment:$5M
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Location

500 Newport Center Drive, Ste 500, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Tarbox Family Office, INC.
April 2023 - Present · 2 yrs 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.