Kuber Capital Management offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. Kuber creates an Investment Policy Statement for each client and may use model allocations. Kuber generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and non-U.S. securities. Kuber does not participate in wrap fee programs.
Assets Under Management$3.3M
Clients14
Advisors1
Avg. per Client$240K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.75% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees are negotiable. Qualified clients may pay a performance-based fee of 0.75% of assets under management along with a 20% performance fee based on capital appreciation above 18%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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