KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC

Overview

Kubo Financial Planning And Investments, LLC operates as an independent, individual-owned RIA serving high-net-worth individuals and families. The firm markets a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model is flexible: percentage of AUM, fixed fees and performance-based fees are all used, which allows the firm to structure arrangements for traditional advisory relationships as well as performance-linked mandates for sophisticated clients. Investment activity is biased toward publicly traded equities — the firm reports a clear preference for exchange-traded instruments. Kubo does not present itself as a capital allocator or multi-state adviser and is not an active ESG investor. It relies on third-party managers where specialized alternative exposure is required rather than running proprietary funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices