Kamala Asay is a registered investment advisor at Cynosure Group, LLC, based in Salt Lake City, UT, with 13 years of industry experience. Kamala operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 127 clients with $6.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cynosure Capital Management offers two main advisory services, each with its own fee structure:
Base Portfolio Advisory Services:
- First $7,500,000: 0.70% per year
- $7,500,000 to $50,000,000: 0.50% per year
- Above $50,000,000: 0.35% per year
Multi-Asset Portfolio Advisory Services:
- First $7,500,000: 0.95% - 1.15% per year
- $7,500,000 to $50,000,000: 0.75% - 0.95% per year
- Above $50,000,000: 0.60% - 0.75% per year
These fees are calculated quarterly in advance. The advisory fees are negotiable.
If portfolio assets are allocated to internally managed strategies, clients will pay an additional 0.20% per year on liquid marketable securities.
Location
111 South Main Street, Suite 2350, Salt Lake City, UT, 84111-1929
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kamala is a NuSkin representative and sells their products via Facebook since 2022. This takes about 10-20% of Kamala's time.
Employment History
Current Registrations
Cynosure Group, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
First Western AdvisorsBroker
State Registrations1 state
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