Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KAI charges a maximum annual asset management fee of 2.90%, negotiable based on service complexity and assets managed. Fees are billed quarterly or monthly in advance. Financial planning fees are negotiable, with a maximum hourly rate of $350. Fees for managing held-away assets are paid directly by the client or deducted from another managed account. Clients may incur additional brokerage commissions, transaction fees, and custodial fees.
Areas of Practice
Advisor Information
Office location
1441 W. Long Lake Rd., Suite 175, Troy, MI, 48098
Get directionsRegulatory History (10)
Customer Dispute
May 2025Judgment / Lien
October 2019Judgment / Lien
January 2016Customer Dispute
March 2010Customer Dispute
February 2009Customer Dispute
March 2007Customer Dispute
December 2006Customer Dispute
December 2006Customer Dispute
May 2005Customer Dispute
August 2001Other Business ActivitiesSells Insurance
Anthony is a managing member of The Agbay Group LLC, an advisory/consulting firm, spending about 10% of his time on operations. He also works as a licensed insurance agent, advising clients on fixed insurance products including life insurance and fixed index annuities, which takes another 10% of his time.