Kobo Retirement Strategies
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Overview
Kobo Retirement Strategies is a financial advisory firm based in Pasadena, California. The firm has a small team, including 2 financial advisors. Kobo Retirement Strategies does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets like bonds, equities and options.
Kobo Retirement Strategies's headquarters is located at 225 S Lake Avenue, Pasadena, California 91101. It is legally allowed to serve clients throughout a number of states, including California and Hawaii.
Number of Advisors
Disclosures
Office Location
Kobo Retirement Strategies by the Numbers
13
Products and Services
Kobo Retirement Strategies offers a number of financial services, which can include portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. However, the company did not provide any of its customers with financial planning services in the previous fiscal year. It does not sell products or offer services aside from investment advice to its investment advisory accounts. It also has a number of financial industry affiliations, including with an insurance company or agency and pension consultant.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management typically are based on which services are provided. However, fee types billed by the firm may include the following fee types: asset-based or fixed. The firm does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 0% of firms
Subscription
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Offered by 32% of firms
Fixed
Unavailable
Disclosures
Kobo Retirement Strategies does not have any disclosures.
Please visit its Form ADV for more details.
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