Kalo Capital Management provides investment management services to individuals, high net worth individuals, small businesses, hedge funds, and corporations. Kalo manages accounts on a discretionary basis, requiring written authorization from clients. Kalo may also offer stock-specific advice without managing assets, for which they receive compensation. Kalo can adjust advisory services based on a client's risk tolerance and unique circumstances.
Assets Under Management$6.1M
Clients5
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$6.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The firm charges 1.5% annually. Fees are negotiable. A performance fee may also apply for qualified investors. Kalo may also offer advisory services for a management fee and no performance fee, with the amount of the management fee dependent on the strategy offered.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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