Kairos Asset Advisory (KAA) provides investment advisory, financial planning, and account management services. KAA manages investments on a discretionary basis, creating investment strategies based on clients' financial plans and goals. KAA also offers financial planning services for clients seeking advice without investment management. KAA reviews plans with clients periodically, considering economic developments and tax law changes.
Assets Under Management$19M
Clients23
Advisors1
Avg. per Client$810K
Avg. per Advisor$19M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
In certain cases, an investment management fee lower or higher than the annual fee shown above may be negotiated. The minimum annual fee is $1,000.00; but all fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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