Kakis Financial Services offers investment portfolio design and management for individuals, families, nonprofits, and small businesses. Portfolios are tailored to each client's needs and may include mutual funds, exchange-traded funds, money market funds, certificates of deposit, and U.S. Treasury securities. Kakis Financial focuses on managing risk and determining client risk tolerance through questionnaires and interviews.
Assets Under Management$46M
Clients34
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$1,680
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
A 15% discount is offered for accounts over $2,000,000 and a 20% discount for accounts over $4,000,000. The minimum annual fee may be reduced based on individual client determination.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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