Akio Kurata is a registered investment advisor at Equity X Investments, LLC, based in Sacramento, CA, with 1 years of industry experience. Akio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $500K 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 | 2.00% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
2108 N Street, Ste N, Sacramento, CA, 95816
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Akio is the CEO of Equity X, Inc., a data analytics and market analysis firm, since October 2023. He devotes nearly full-time hours to this business.
Employment History
Current Registrations
Equity X Investments, LLC
State Registrations1 state
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