Klaraos, LLC offers investment management, financial planning, and consulting services. Klaraos tailors its investment advice to clients' individual needs and goals. Klaraos manages accounts on both a discretionary and non-discretionary basis. Klaraos may recommend investments in private placements. Klaraos also provides consulting services on estate planning, retirement planning, and divorce planning.
Fee Structure
Klaraos charges an annual fee based on the value of your portfolio. This fee ranges from 0.75% to 1.25% per year. The fee is calculated at the end of each calendar quarter and deducted from your account. If your money is invested in a pooled investment vehicle managed by Klaraos, you will not be charged the 0.75% to 1.25% fee; instead, you will be subject to the fees charged by the pooled investment vehicle.