April Frost is a registered investment advisor at Kala Capital, based in Kailua, HI, with 10 years of industry experience. April operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 65 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kālā Capital Partners' maximum annual fee for comprehensive portfolio management will not exceed 1.30%. Fees are billed quarterly in advance based on the value of the account on the last day of the previous quarter. Fees are deducted from client accounts. The firm utilizes sub-advisory services and compensates third-party investment advisory firms or individual advisors a percentage of the overall investment advisory fee charged.
Location
Kailua, HI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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April coaches the Girls Varsity Paddling Team at Kalaheo High School since 2013. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Kala Capital
Previous Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
State Registrations1 state
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