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Kristian Kalaj

2 Years of Experience
Novi, MI

Kristian Kalaj is a registered investment advisor at Kalaj Capital, based in Novi, MI, with 2 years of industry experience. Kristian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.35%
$5.0M - $10.0M1.10%
$10M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kristian works as an independent contractor in general contracting in the Metro Detroit area since 2014. He dedicates about a quarter of his time to this activity.

Employment History
Current Registrations
Kalaj Capital
January 2024 - Present · 2 yrs 4 mos
State Registrations1 state
MI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kristian Kalaj - Financial Advisor | TrueAdvisor