Kairos Capital Advisors, LLC

Fee-Only (% of Portfolio)

Kairos Capital Advisors provides investment management services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. Kairos primarily invests in exchange-traded funds across six asset classes: cash, commodities, domestic equities, foreign equities, fixed income, and real estate. Kairos Capital Advisors is a fee-only firm and does not receive commissions.

Assets Under Management$31M
Clients25
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$31M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are up to 1.0% per year based on the amount of assets under advisory and complexity. Kairos Capital Advisors, LLC in its sole discretion, may waive its minimum fee and/or charge a lesser investment advisory fee based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm

Kairos Capital Advisors, LLC | TrueAdvisor