Kanakaris and Associates offers tailored investment advice and discretionary portfolio management. They meet with clients to determine investment objectives and risk tolerance, then customize portfolios or select model portfolios. They also offer financial planning services, ranging from consultative to single-subject planning, and financial consulting services on specific financial topics.
Assets Under Management$7.5M
Clients62
Advisors1
Avg. per Client$120K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $750K | 1.50% |
| $750K+ | 1.25% |
If the Income & Growth Model portfolio is recommended, the annual fee is 3.0% of assets under management. The advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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