Karani Asset Management LLC

Fee-Only (% of Portfolio)

Karani Asset Management provides investment advice to individuals and institutions through separately managed accounts. Karani's investment approach is based on fundamental research, seeking long-term growth by investing in publicly traded equity securities globally. Karani may also invest in exchange-traded funds, income-oriented mutual funds, and low-risk debt securities to meet client objectives. Clients can place reasonable restrictions on how Karani manages their accounts.

Assets Under Management$130M
Clients39
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$130M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Karani Asset Management charges an annual fee based on the value of your account. The fee ranges from 1% to 2% depending on the investment strategy used. These fees cover investment advisory services for separately managed accounts.

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Location

1 Advisors at this firm