Kubhera Enterprises offers discretionary and non-discretionary investment management services for individuals, families, trusts, estates, and charitable organizations. The registered investment advisor helps clients build and manage portfolios primarily consisting of fixed income securities, mutual funds, and exchange-traded funds. Additionally, Kubhera Enterprises provides stand-alone financial planning and consulting services covering estate planning, insurance, and overall wealth strategy. Clients can also access private investments through platforms like Willow Wealth and participate in retirement plan consulting. The firm operates as an independent company based in Princeton, New Jersey, and generally recommends Charles Schwab as a custodian for client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. Pension consulting has a separate fee schedule starting at 1.00% for portfolios up to $1M, 0.50% for $1M to $10M, and 0.25% for amounts over $10M.