HL
CFP

Honna Manhan Li

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
1,694 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$5.9B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000

KCM does not charge a separate fee for financial planning services; these are included with investment advisory services. Investment advisory fees are based on the market value of the portfolio and are negotiable. The basic annual fee structure is 0.50% for cash management and investment grade fixed income, and 0.90% for equities, ADRs, ETFs, ETNs, open and closed-end mutual funds, preferred stock, and hybrid securities. KCM charges a minimum fee of $5,000 per year. Clients are subject to a 30-day termination fee based upon assets under management at the date of termination, at the Adviser's discretion.

Areas of Practice
Investment ManagementRetirement PlanningCharitable GivingTax PlanningHigh Net Worth
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Advisor Information

Office location

300 Drakes Landing Road, Suite 210, Greenbrae, CA, 94904

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Honna owns rental property and her spouse manages it. The time commitment varies.

Employment History
Current Registrations
Kcm Investment Advisors
August 2022 - Present · 3 yrs 5 mos
Previous Registrations
Charles Schwab & Co., INC. Broker
December 2008 - July 2021 · 12 yrs 7 mos
Charles Schwab & Co., INC.
December 2008 - July 2021 · 12 yrs 7 mos
Charles Schwab & Co., INC.
September 2006 - May 2008 · 1 yr 8 mos
Charles Schwab & Co., INC. Broker
November 1998 - May 2008 · 9 yrs 6 mos
Mutual of Omaha Investor Services, INC. Broker
March 1996 - July 1997 · 1 yr 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Honna Manhan Li - Financial Advisor | AdvisorDiscover