Kaleel Investment Advisors (KIA) offers personalized financial planning and investment advice to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations. KIA provides investment supervisory services, manages investment advisory accounts, and furnishes investment advice through consultations. KIA is a fee-only firm and does not sell commissioned products. Michael M. Kaleel, an associated person to KIA, may offer commissioned products as a registered representative of Osaic Wealth Inc.
Assets Under Management$150M
Clients79
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$73M
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Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.90% |
| $15.0M - $20.0M | 0.70% |
| $20M+ | 0.70% |
Fees and minimum account sizes may be negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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