Kaspian Wealth Management provides investment management services to individuals. They work with a third-party administrator, Loring Ward, for account administration and portfolio allocation. Kaspian also offers services to retirement plans, acting as an investment manager with discretionary control over plan assets. Investment strategies are tailored to each client's goals and risk tolerance.
Assets Under Management$5.7M
Clients31
Advisors1
Avg. per Client$180K
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...