Kanani Advisory Group Inc.

Kanani Advisory Group Inc. is a registered investment adviser established in 2017, offering portfolio management services tailored to individual client goals, risk tolerance, and time horizons. The firm employs fundamental analysis as its primary method of analysis and recommends a long-term trading investment strategy. Clients have discretion over their investments, and the firm may delegate management responsibilities to third-party advisers. Kanani Advisory Group Inc. does not charge performance-based fees and primarily serves individuals, high-net-worth individuals, pension & profit sharing plans, and corporations. The firm's investment advice is focused on mutual funds, fixed income securities, equities, ETFs, and annuities. Clients are not required to have a minimum account size. Fees are based on a percentage of assets under management, typically ranging from 0.8% to 2.0%. Kanani Advisory Group Inc. operates as a fiduciary, acting in the best interests of clients and avoiding conflicts of interest. The firm provides educational seminars and workshops, and clients have the option to purchase recommended products through other brokers. The brochure also details the firm's fee structure, compensation practices, investment strategies, and risk factors associated with specific securities utilized.