Kanani Advisory Group (KAG) offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. KAG creates an Investment Policy Statement for each client. KAG generally shares its investment management responsibilities with a co-advisor or delegates investment management responsibilities to a third-party investment adviser. KAG also provides periodic educational seminars and workshops to clients.
Fee Structure
Kanani Advisory Group (KAG) will be compensated via a fee share arrangement with the advisors with whom KAG has shared or delegated responsibilities. The total fee to be paid will be quoted in advance as a percentage of assets under management, and the annual rate will generally range from 0.8% to 2.0%. The fees are negotiable.