KS Global Advisors is an independent registered investment advisor founded in 1996 and led by Khaled Salama, a Chartered Financial Analyst. The firm provides discretionary and non-discretionary global investment management and financial consulting to individual investors and trusts. KS Global Advisors builds globally diversified portfolios utilizing mutual funds, exchange-traded funds, and closed-end funds across various equity and fixed income asset classes. The firm employs a value-oriented investment strategy combining fundamental valuation and dynamic rebalancing to manage risk and pursue long-term returns. In addition to portfolio management, KS Global Advisors offers financial consulting on retirement planning, estate planning, 401(k) allocations, and alternative investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally range up to 1.5% of assets annually, depending on account size and other factors. Fees are paid quarterly in advance.