Kilimanjaro Capital, LLC

Fee-Only (% of Portfolio)

Kilimanjaro Capital manages client assets using either a long/short or long-only investment strategy, selecting all investments without client input. They primarily invest in publicly traded U.S. equity and equity-related securities, but can use any investment vehicle. Kilimanjaro Capital tailors services by selecting a strategy based on a client's financial situation and investment objectives, contacting clients annually to discuss changes, and making themselves available for consultation.

Assets Under Management$7.7M
Clients13
Advisors1
Avg. per Client$590K
Avg. per Advisor$7.7M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and may be lower for large accounts.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Kilimanjaro Capital, LLC | TrueAdvisor