Kailasa Capital Management offers comprehensive wealth management, investment management, financial planning, and private fund management services. Kailasa Capital Management works closely with individuals, high net worth individuals, trusts, estates, family offices, retirement plans, and institutional clients. The firm builds customized portfolios primarily utilizing individual stocks, individual bonds, exchange-traded funds, and mutual funds, with a long-term investment focus. Kailasa Capital Management also incorporates financial planning into its wealth management services, helping clients map out retirement goals, savings plans, and other financial objectives. Additionally, the firm manages private investment funds and provides retirement plan consulting for businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.25% to 1.50% depending on the size and complexity of the client relationship.