Advisor at Northcape Wealth Management
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Firm
Northcape Wealth Management
Location
Williamsville, NY 14221
Credentials
Series 66
Industry experience
21 years
Kenji Kimura is a financial advisor at Northcape Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Northcape Wealth Management provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and institutions. The firm manages approximately $614.5 million across about 610 client relationships, offering custom, risk-adjusted, and tax-aware portfolios that combine active and passive strategies along with option-writing and independent manager programs.
Based on Northcape Wealth Management
Based on Northcape Wealth Management
Financial planning and consulting services may be billed as fixed fees; no minimum fee required.
Up to 1.5% annually, negotiated based on engagement complexity and total household assets
Financial planning and consulting services billed on an hourly basis up to $400 per hour.
Account minimum: $500,000 Fee-only: Advisory fees are negotiated; investment and wealth management fees up to 1.5% annually; financial planning and consulting billed hourly or fixed rate; no commissions charged.
6565 Main Street
Williamsville, NY 14221
New York
Northcape Wealth Management
2021 - Present (5 years)
Wells Fargo Clearing
2016 - 2021 (5 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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