HL
CFP
HL
CFP

Honna Manhan Li

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
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
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Location

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

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History

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 6 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 | TrueAdvisor