Kairos Capital Management offers ongoing asset management services based on your individual needs. They consider various investments like stocks, bonds, mutual funds, and exchange-traded funds. Kairos aims to tailor your investment portfolio to your specific situation, goals, and time horizon. It's important to inform them of any changes to your financial situation.
Assets Under Management$110M
Clients84
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Investment advisory fees are negotiable at Kairos Capital Management's sole discretion. All clients do not pay the same fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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