Karafilis Investments Corporation provides investment advice to individuals, trusts, estates, and corporations. The firm's investment approach focuses on diversification, low-cost investments, and long-term strategies tailored to each client's age, retirement plans, and risk tolerance. Portfolios primarily consist of Dimensional Fund Advisors' (DFA) no-load, enhanced-index mutual funds. Clients must use Schwab as their custodian and invest a minimum of $500,000.
Assets Under Management$16M
Clients23
Advisors1
Avg. per Client$700K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The average fee is 1% of assets under management. Some clients have step fee scales, where assets over a certain amount pay a lower percentage. Fees may be negotiated and waived in some instances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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