Klosters Capital offers investment advice to clients through discretionary and non-discretionary accounts, tailored to each client's investment goals. Services include customized portfolios, family wealth consulting, account aggregation, private equity advice, and sub-advisory services. Klosters can also select other independent investment advisors for clients. Klosters does not participate in wrap fee programs.
Assets Under Management$430M
Clients45
Advisors3
Avg. per Client$9.6M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Clients may negotiate the fees they agree to pay.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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