Kailasa Capital Management offers investment management and financial planning as part of its wealth management services. Kailasa works with clients to determine their investment goals and risk tolerance to construct suitable portfolios. Kailasa's investment approach is primarily long-term focused. Kailasa also provides sub-advisory services and manages private funds. Kailasa provides retirement plan advisory services to plan sponsors.
Fee Structure
Kailasa Capital Management offers investment management services where fees range from 0.25% to 1.0% annually, based on the amount you invest and the complexity of your situation. Wealth management services, which include both financial planning and investment management, are offered for a single fee ranging from 0.50% to 1.50% annually, depending on the size and complexity of the client relationship. Fees are negotiable at Kailasa's discretion.