Michael Kokesh
Michael Kokesh is a registered investment advisor at Monetary Management Corporation, based in San Francisco, CA, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 25 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.65% |
Minimum quarterly fee: $375. Fees are not negotiable. Direct family members or clients with same household address with multiple accounts may aggregate assets for purposes of calculating fees.
Fee Estimator
Location
530 Bush Street, Suite 802, San Francisco, CA, 94108
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Regulatory 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 Activities
Michael is a Managing Director at Ramparts Asset Management Company, LLC and Ramparts Strategic Advisors, LLC, dedicating a few hours per week to each. He also works as an attorney at Kokesh Law Group (about a quarter of his time), is President of Renatus Corporation (minimal time), and is a Board Member at ViCardia Therapeutics, Inc. (about 10-20% of his time).
Employment History
Current Registrations
Monetary Management Corporation
Previous Registrations
Western International Securities
Gbs Financial CORP.Broker
Gbs Advisors
Western International Securities, INC.Broker
Gbs Financial CORP.Broker
Gbs Advisors
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
State Registrations1 state
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