Kei Sasaki is a CFA-designated registered investment advisor at Mtc Wealth Management, based in Chatham, NJ, with 1 years of industry experience. Kei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $330M 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 $250K | 0.25% |
| $250K+ | 0.20% |
This fee does not include additional fees that are charged by the platform provider to the platform participant for their services. The fee is considered non-negotiable.
Fee Estimator
Location
Chatham, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mtc Wealth Management
State Registrations50 states
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