KAI Advisors offers financial planning and investment management services. Financial planning includes help with cash flow, investments, taxes, insurance, estate, retirement, and education. Investment management is offered on a discretionary, fee-only basis, primarily using mutual funds and exchange-traded funds. Services are tailored to each client's needs, with custom investment policies and portfolios.
Assets Under Management$66M
Clients41
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$66M
Fee Structure
KAI Advisors manages investments for a fee based on a percentage of the assets they manage, ranging from 0% to 1% per year, depending on the size and complexity of the account. Clients can also choose to pay a fixed fee instead of a percentage of assets. Fees are billed quarterly.
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