Kyso Financial provides ongoing investment management services to individuals, families, and businesses. Kyso offers three model portfolios (Growth, Dividend, and Hybrid) and a custom ETF portfolio. Each portfolio is tailored to the client's individual needs and risk profile. Clients may impose restrictions on the level of discretion, types of investments, etc. Kyso does not offer a wrap fee program.
Assets Under Management$1.4M
Clients11
Advisors1
Avg. per Client$130K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
2.00% for Growth Portfolio, 1.50% for Income and Hybrid Portfolios, 1.00% for Custom ETF Portfolio. Fees are negotiable in limited instances. Some clients may be managed under an introductory rate no longer offered to new clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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