Kun Lun Development Corporation

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Client assets under management

$6,606,085

Clients

100% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,651,521

About

Kun Lun Development Corporation primarily serves high‑net‑worth individuals and provides discretionary investment supervisory services, portfolio management for individual accounts, and investment consultations. The firm also offers a market‑timing service and multiple advisory programs clients can use to implement their financial plans.

Kun Lun generally delivers discretionary portfolio management and ongoing investment supervision, with fee arrangements commonly based on assets under management while also offering performance‑based compensation options that are uncommon among peers. One advisory program includes an option to separate execution costs from advisory fees, and program terms may be negotiated across accounts.

Compared with similarly sized advisors, the firm is noteworthy for its willingness to use performance‑based fee arrangements and for focusing exclusively on HNW clients rather than serving typical non‑HNW individual clients. Its small, concentrated client base combined with discretionary services, a market‑timing offering, and negotiable program terms distinguish it from many peers.

Client services

Portfolio management

Fee options

Percentage

$0 - $250,000: 2.5% $250,001 - $1,000,000: 2.0% $1,000,001+: Negotiable

Performance-based

20% of net realized capital gains, negotiable

Other

Account minimum: $100,000

Main office location

Kun Lun Development Corporation

Danville CA, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

925-736-1014

Advisors at this firm

Gilbert K

Series 63, Series 65

Danville, CA

Kun Lun Development Corporation

Gilbert Kuo is a financial advisor with Kun Lun Development Corporation in Danville, CA, holding Series 63 and Series 65 designations and 31 years of industry experience. He has been with Kun Lun Development Corporation since 1995. Kun Lun Development Corporation primarily serves high-net-worth individuals, offering discretionary investment supervisory services, portfolio management, and investment consultations. The firm is notable for its performance-based fee arrangements, market-timing service, and negotiable advisory program terms tailored to its concentrated client base.

Yeh Chwen K

Series 66

Danville, CA

Kun Lun Development Corporation

Yeh Chwen Kuo is a financial advisor at Kun Lun Development Corporation with 20 years of industry experience. He holds a Series 66 designation and has been with Kun Lun Development Corporation since 2008. Kun Lun Development Corporation primarily serves high-net-worth individuals, offering discretionary portfolio management, investment supervision, and various advisory programs. The firm is notable for its focus on performance-based fee arrangements and a concentrated client base, providing services tailored specifically to high-net-worth clients.

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