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
13890 Bishop's Drive, Suite 220, Brookfield, WI, 53005
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Allan is the principal of AJH Wealth Management and Financial Services, LLC, providing brokerage and advisory services including insurance products. He also serves as a trustee for his mother's irrevocable trust, works as a CPA, and is a notary public, dedicating minimal time to each of the latter three activities.