Kiaros Advisors offers personalized financial planning and investment advice. Kiaros's services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Kiaros also provides ERISA services to businesses, pension, and profit-sharing plans. Kiaros does not sell commissioned products, but its managing member is affiliated with entities that sell insurance products.
Assets Under Management$24M
Clients246
Advisors1
Avg. per Client$97K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K+ | 0.50% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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