Kaela Alba is a CFP-designated registered investment advisor at Triagen Wealth Management LLC, based in Calabasas, CA, with 1 years of industry experience. Kaela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 351 clients with $540M 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 portfolio management fee will not exceed 1.5% and is negotiable.
Fee Estimator
Location
23801 Calabasas Road, Suite 1010, Calabasas, CA, 91302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Triagen Wealth Management LLC
State Registrations2 states
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