AIKAPA
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$23,578,434
Clients
31
Advisors
1
of 1 employees
About
AIKAPA works with individuals, families, trusts, non-profit associations, corporations, pension/profit-sharing plans and small businesses, with a client base that typically includes executives and business owners aged roughly 30 to 84. The firm provides comprehensive wealth planning and financial planning, portfolio management, wealth coaching, and employer/employee retirement plan analysis and education.
The firm requires a financial plan as the foundation for its investment advice and delivers services through two models: a Managed Plan that integrates planning, implementation and ongoing portfolio oversight, and a Guided Plan that provides project-based planning and client-led implementation. Portfolios are built from broadly diversified mutual funds and ETFs, rebalanced to agreed asset mixes, and may be managed on either a discretionary or non‑discretionary basis depending on the engagement.
Noteworthy features that distinguish AIKAPA from many independent advisers include a published blog and periodic newsletter, regular seminars and workshops, and work with corporate and small‑business clients on retirement plan design and pension/profit‑sharing arrangements. The firm also embeds wealth coaching and financial education into its Managed Plan and provides targeted planning for business‑owner financial infrastructure and employee education.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed project fees for financial planning (Guided Plan) ranging $9,000 to $18,500, with half due at engagement and balance on delivery
$0 - $500,000: 1.0% $500,001 - $1,000,000: 0.8% $1,000,001 - $2,000,000: 0.7% $2,000,001 - $5,000,000: 0.6% Above $5,000,000+: 0.3%
$450 per hour for financial planning aspects not included in fixed annual fee or additional consultations
Ongoing fixed fee agreements for financial planning billed quarterly in advance, based on hourly rate of $450; negotiated annually
Minimum fee: Minimum first-year fee of $9,800; ongoing minimum fee of $7,200 per year after the first year; retirement annual minimum fee $9,000 Fee-only: Financial planning fees for Guided Plan range from $9,000 to $18,500 plus $450 per hour for additional consultation; ongoing fixed fee agreements based on $450 per hour billed quarterly in advance
Main office
201 Corte Madera Ave
Corte Madera CA 94925
Advisors at this office
1
Most active in
California · Louisiana
Also doing business as
Aikapa · Alvarez, Edi
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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