Karly Bokosky is a registered investment advisor at Sachi Financial Planning, based in Newport Beach, CA. Karly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 61 clients with $5.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sachi Financial Planning (SFP) charges 1.00% of your portfolio annually for investment management services, billed monthly. If you also use SFP for ongoing financial planning, the investment management fee is reduced to 0.50% of your portfolio, plus a monthly fixed planning fee.
Location
Newport Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sachi Financial Planning
State Registrations1 state
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