Robert Shreve is a registered investment advisor at Kairos LLC, based in Orange, VA, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees will reflect the research and analysis critical to a client's portfolio in the reporting period, up to but not exceeding 2.5%. The additional fee is charged for highly specific review of portfolios and personal contacts with clients at his initiative or theirs. The Advisor will also maintain relations with tax and legal professionals on retainer to clients.
Fee Estimator
Location
Orange, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kairos LLC
State Registrations1 state
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