Question 1

What services does Kurt Wade Altergott offer?

Accepted Answer

Kurt Wade Altergott specializes in Retirement Planning. Contact their office in IRVINE, California for a consultation.

Question 2

What are Kurt Wade Altergott's credentials?

Accepted Answer

Kurt Wade Altergott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Kurt Wade Altergott located?

Accepted Answer

Kurt Wade Altergott is based in IRVINE, California, working with KAIROS INVESTMENT MANAGEMENT COMPANY, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

Question 4

How does Kurt Wade Altergott charge for services?

Accepted Answer

Kurt Wade Altergott's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: percentage of capital invested or committed. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is KAIROS INVESTMENT MANAGEMENT COMPANY, LLC?

Accepted Answer

KAIROS INVESTMENT MANAGEMENT COMPANY, LLC has approximately 58 employees and manages $989M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Kurt Wade Altergott

Profile Verification

About

Focus Areas

Speak with Kurt

Firm Overview

Background

Looking for a financial advisor in IRVINE?

Frequently Asked Questions

Other Advisors at KAIROS INVESTMENT MANAGEMENT COMPANY, LLC

More Advisors in IRVINE, California

Browse by Specialty