Kasmat Risk Management offers investment advice and financial planning to individuals. They provide non-discretionary portfolio management, meaning they need your approval before making any trades. They also offer financial planning services covering areas like retirement, estate planning, and education funding. Kasmat Risk Management primarily uses mutual funds and exchange-traded funds in its portfolio management program.
Assets Under Management$25M
Clients8
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $8.0M | 1.00% |
| $8.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,000. Where the Firm waives the $100,000 account minimum, the annual fee is subject to a $1,000 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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