FAQs

What do I need to have prepared before contacting you?

All that is required is that you have an idea of why you are interested in hiring an advisor. In our first meeting, we will get to know each other to see if we are a good fit. Most of this is personal and we won’t need all the details, unless you want to jump right in. If we move forward, then I will help you to compile all the information and documents we need.

Are you a Fiduciary?

Yes. Kanso Capital is a fee only Registered Investment Advisor. I am a Fiduciary who promises to always put your interest first.

Being a Fiduciary means I am here to serve you and work in your best interest. One reason I chose to go independent is to avoid commission sales and revenue goals set by larger firms. Although the goals can be necessary, I believe that they can introduce potential for conflicts of interest.

What does “Fee Only” mean?

Being a fee only advisor means that I do not earn any commissions and all my fees are paid directly by you. I serve you and not other firms.

What do you charge?

My fees are based on the balance of your accounts at the end of each quarter. I divide your annual fee (below) by 4 and multiply by your account balance at the end of the quarter.

Assets Annual Fee

$0 - $5 Million 1.00%

$5 Million - $10 Million 0.75%

$10 Million and Above Negotiable

In some rare instances, we may work together on an hourly basis and I charge $200 per hour. This is not my normal relationship, but please feel free to call me if you are interested in working together.

Do you sell insurance products?

I do not sell insurance products, but recognize their value in many people’s lives and am happy to talk through your insurance needs. If you have existing coverage or are evaluating choices, I am happy to provide my unbiased opinion.

Do you work with people outside of the Seattle area?

Yes. I generally meet with people virtually, which allows me to work with people in other places. If you are in areas I frequent or plan on visiting, I am happy to meet in person. Please feel free to contact me and we can see what works best.