Karel Capital offers investment management services to individuals, families, trusts, pension and profit-sharing plans, and businesses. They create customized portfolios based on your financial situation, risk tolerance, and investment goals. Karel Capital emphasizes a conservative approach, aiming to preserve capital and enhance investment returns. They invest in stocks, bonds, mutual funds, and exchange-traded funds.
Assets Under Management$98M
Clients49
Advisors3
Avg. per Client$2M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...