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
6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308
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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
Angela operates as a financial advisor under Apex Wealth Management Group, dedicating full-time hours to investments, advisory services, financial planning, and variable annuities. She also works as a fixed insurance agent and presents mortgage assistance workshops, each taking about 10-20% of her time.