Kanno Capital provides personalized financial planning and investment management services. Planning covers personal finance, risk management, investments, taxes, retirement, education, estate, and business planning. Investment advice includes stocks, bonds, funds, options, annuities, and insurance. Kanno Capital also offers digital wealth management tools. Implementation of recommendations is at the client's discretion.
Assets Under Management$37M
Clients143
Advisors1
Avg. per Client$260K
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.40% |
Fees are negotiable and may be lower based on client type, account size, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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