Klahanie Investment LLC provides investment management services to high net worth individuals through separately managed accounts and manages Serene Lake Capital, LP, a private investment partnership. Investment strategies include equities, derivatives, mutual funds, exchange traded funds, fixed income, and alternative investments. The firm tailors its investment advice to the individual needs and risk tolerance of its clients.
Assets Under Management$14M
Clients16
Advisors1
Avg. per Client$890K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is for separately managed accounts. The firm also manages a private investment partnership with a similar management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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