Ikigai Wealth refers prospective investment advisory clients to other independent and unaffiliated third-party investment advisors. Ikigai Wealth receives compensation from these third-party advisors for the referrals. Ikigai Wealth educates clients about the third-party advisors, provides its brochure, and delivers its solicitor disclosure document. Ikigai Wealth meets with prospective clients to understand their financial situation and desired services. Clients are under no obligation to retain the third-party advisors.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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