Kamal Kabra
Kamal Kabra is a registered investment advisor at Retirement Planning Solutions, LLC, based in Louisville, KY, with 2 years of industry experience. Kamal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,066 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPS Advisory Solutions charges a negotiable fee for investment management services, up to a maximum of 2.50% of the average daily balance of your account each month. The exact fee depends on the specific advisory program and may be negotiable. In addition to the investment advisory fee, RPS also charges a technology fee of up to $100 per month, which is also negotiable.
Location
3432 Stony Spring Circle, Louisville, KY, 40220
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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 ActivitiesSells Insurance
Kamal works full-time as an IT Operations Manager at Humana and spends minimal time as an insurance agent for World Financial Group Insurance Agency, LLC. Kamal also provides backend support for Riav Ventures LLC and owns 50% of both SAI Gold LLC and SAI Broadway LLC, all real estate investment related.
Employment History
Current Registrations
Retirement Planning Solutions, 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.