Kuber Investments provides investment management services to individuals and small businesses. Kuber Investments offers Growth, Balanced, and Income investment objectives. Kuber Investments recommends Interactive Brokers as a preferred Broker-Dealer. Client assets are deposited at the client’s designated broker-dealer. No assets are held by Kuber Investments.
Assets Under Management$4M
Clients9
Advisors1
Avg. per Client$440K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...