Kapela offers investment management and financial planning services. Investment management includes ongoing supervision of client accounts with opportunities in stocks, bonds, mutual funds, ETFs, REITs, options, and digital assets. Financial planning covers financial goals, tax planning, asset allocation, risk management, and retirement planning. Kapela also provides retirement plan consulting services to plan sponsors.
Assets Under Management$49M
Clients144
Advisors1
Avg. per Client$340K
Avg. per Advisor$49M
Fee Structure
Kapela charges a negotiable fee based on the total value of your portfolio. The exact fee will be agreed upon in writing. Kapela may waive financial planning fees if you use their asset management services.
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