Kaden Wootton is a CFP-designated registered investment advisor at Enspire Wealth Management, LLC, based in San Francisco, CA, with 2 years of industry experience. Kaden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 8 more. Their firm serves 52 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees typically calculated by aggregating accounts of clients living in the same household. Fees are generally not negotiable; however, services may be provided at a reduced rate or free of charge for some employees, family members, and friends.
Fee Estimator
Contact
Kaden Wootton
Location
600 California St., # 13-045, San Francisco, CA, 94108
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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
Enspire Wealth Management, LLC
State Registrations2 states
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
Additional Information
Hobbies: Lacrosse, Skiing, Wine tasting, and traveling.