Kyobo Life Asset Management (america) CO., LTD.

Fee-Only (% of Portfolio)

Kyobo Life Asset Management (America) Co., Ltd. is a registered investment advisor located in New York, New York, and is a wholly owned subsidiary of Kyobo Life Insurance Co., Ltd. The firm provides investment management and advisory services through separately managed accounts, focusing primarily on fixed income strategies such as high-grade U.S. corporate bonds, treasury bonds, and European bonds, as well as exchange-traded fund model portfolios. Kyobo Life Asset Management (America) Co., Ltd. currently serves its parent company as its sole institutional client, utilizing both top-down macroeconomic analysis and bottom-up credit research to construct stable bond portfolios designed to balance yield and capital preservation.

Assets Under Management$1.5B
Clients1
AdvisorsN/A
Avg. per Client$1.5B
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.17%

Fees are negotiable and typically range from 0.08% to 0.165% per annum for fixed-income strategies, while exchange-traded fund portfolio management is charged at 0.30% per annum.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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No advisors found for this firm.