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Kamichu Wealth Management LLC
SEC-regulated
Registered investment advisor
Kamichu Wealth Management, LLC is a registered investment advisor founded in March 2018 and based in Las Vegas, NV. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, corporations, and companies. As a fiduciary, Kamichu upholds a duty of loyalty, fairness, and good faith towards each client. The firm provides customized investment advisory solutions through continuous personal client contact, discretionary investment management, and related advisory services. Kamichu's investment approach is primarily long-term focused, utilizing low-cost, diversified mutual funds, exchange-traded funds (ETFs), individual stocks, bonds, or options contracts to meet client goals. The firm may recommend redistributing investment allocations, increasing sector or asset class weightings, or employing cash positions as a hedge against market movement.
Kamichu manages $229,157,825 in client assets, with $214,262,450 on a discretionary basis and $14,895,374 on a non-discretionary basis. The firm charges investment advisory fees ranging up to 1.00% annually based on factors like service complexity and asset levels. Financial planning services are offered for a fixed engagement fee ranging from $750 to $2,500. Kamichu does not participate in soft dollar programs and does not receive compensation for securities transactions. The firm does not accept or maintain custody of client funds, and all client assets are managed within designated accounts at a qualified custodian. Kamichu generally has discretion over client investments and may aggregate orders for multiple accounts. The firm's Chief Executive Officer, Maston T. Thornton, is a Certified Financial Planner (CFP®) and has extensive experience in the financial services industry. Kamichu is committed to safeguarding client information and maintains physical, procedural, and electronic security measures to protect personal data. The firm shares personal information with non-affiliated third parties only for servicing client accounts and does not disclose information for marketing purposes. Clients can limit the sharing of personal information and have the right to ask questions or voice concerns about privacy policies.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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