Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaeli? Claim Your ProfileKaeli Kaainoa is a registered investment advisor representative with Evergreen Capital Management LLC. Kaeli joined Evergreen Capital Management in February 2018 and is based in Bellevue, Washington. Kaeli is a graduate of Pacific Lutheran University and has been in the financial services industry for 6 years. Kaeli specializes in providing financial advice to individuals, corporations and other businesses. Kaeli's current registrations include Washington.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Unsolicited investment advice on an ad hoc basis
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Negotiated fees for ad hoc unsolicited investment advice
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WA
11/23/2021 - Present
Evergreen Capital Management LLC (BELLEVUE WA)
Active
Inactive
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