Kondo Wealth Advisors (KWA) provides investment advice and financial planning to individuals, families, and businesses. KWA offers portfolio management services, which may include asset management alone or combined with financial planning. KWA also offers financial planning and consulting services covering investment, retirement, estate, charitable, education, tax, and insurance planning. KWA may use third-party investment advisors to implement investment portfolios.
Assets Under Management$310M
Clients374
Advisors2
Avg. per Client$820K
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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