Kanakadhara Financial Enterprise
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Learn more about Kanakadhara Financial Enterprise
Kanakadhara Financial Enterprise operates as a financial advisory firm headquartered in Carnegie, Pennsylvania. The firm manages $4.2 million in assets under management across two accounts. The company has a small team of one employee who is a financial advisor. Kanakadhara Financial Enterprise does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like bonds, options and equities.
Kanakadhara Financial Enterprise oversees none of the company's client assets in a discretionary manner. Discretionary management signifies that buy and sell decisions for the client's account are made by an investment advisor without needing to seek client approval. It also manages two non-discretionary accounts with a total of $4.2 million in assets. The investment advisory firm's average account size is $2.1 million. $1,000,001 to $2,500,000 of their investments for financial planning services were in securities, with under $100,000 placed in non-securities. The typical advisor at Kanakadhara Financial Enterprise oversees about two client accounts, making it one of the most personalized financial advisor firms in the country.
The firm's central office is located at 323 W.Main St, Carnegie, Pennsylvania 15106. Kanakadhara Financial Enterprise is legally registered to provide services to investors in the state of Pennsylvania.
Assets Under Management
Number of Advisors
Kanakadhara Financial Enterprise by the Numbers
Products and Services
Kanakadhara Financial Enterprise provides a number of financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. It does sell products or offer services apart from investment advisory services to its customers.
Core Advisor Services
Offered by 31% of firms
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.
Offered by 47% of firms
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.
Offered by 21% of firms
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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Publication of Periodicals
This is the publication of various financial education materials.
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This is the hosting of seminars or workshops to educate investors on financial concepts.
Fees charged by financial advisors are based on which services the firm provides the client. Fee types charged by the company typically consist of the following fee types: asset-based. Kanakadhara Financial Enterprise does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee. It can withdraw the expenses directly from customer accounts.
Offered by 70% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 26% of firms that offer this fee type
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 33% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Kanakadhara Financial Enterprise does not have any disclosures.
Please visit its Form ADV for more details.
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