Kanos Capital Management provides investment advice and portfolio management services, focusing on asset allocation and sector selection. Kanos aims to create portfolios that strive for superior returns using fundamental valuation techniques and emphasizing current yield through dividends. Kanos provides these services to individuals, trusts, and estates. Clients may impose restrictions on investing in certain securities.
Assets Under Management$93M
Clients36
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$93M
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 - $4.0M | 0.70% |
| $4.0M - $8.0M | 0.60% |
| $8M+ | 0.50% |
Advisory fees are negotiable. Certain clients with pre-existing relationships may initially be charged fees which are less than those set out above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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