Kawasaki Financial, LLC offers financial planning and investment management services to individuals. Financial planning covers retirement, risk management, college savings, and estate planning. Investment management involves creating tailored portfolios based on client goals and risk tolerance. Kawasaki Financial primarily uses passive investment strategies with index funds and exchange-traded funds.
Assets Under Management$7.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...