Kapok Capital LLC offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. Kapok Capital creates an Investment Policy Statement for each client, which outlines the client’s current situation and then constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. Kapok Capital generally limits its investment advice and/or money management to mutual funds, equities, bonds, fixed income, debt securities, and hedge funds.
Assets Under Management$28M
Clients7
Advisors1
Avg. per Client$4M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $50.0M | 1.00% |
| $50M+ | 0.80% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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