Kairos, LLC, owned by Robert Michael Shreve, manages investments for individual clients. Kairos provides financial planning and selects common stocks, bonds, mutual funds, and exchange traded funds for clients. Kairos does not trade in futures, options, or commodities, but may trade on margin in designated accounts. Kairos maintains relationships with tax and legal professionals for clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees will reflect the research and analysis critical to a client's portfolio in the reporting period, up to but not exceeding 2.5%. The additional fee is charged for highly specific review of portfolios and personal contacts with clients at his initiative or theirs. The Advisor will also maintain relations with tax and legal professionals on retainer to clients.