OASIS Wealth Advisors, operating as Kapela, provides comprehensive portfolio management, asset management, and financial planning and consulting services. The firm designs customized investment approaches using exchange-traded funds, mutual funds, individual stocks, bonds, and digital assets based on each client's goals, time horizon, and risk tolerance. Kapela emphasizes capital preservation and behavioral economics in its strategies. In addition to managing traditional portfolios, the firm offers financial planning on a project basis or as an ongoing annual service covering retirement projections, tax strategies, and asset allocation. Kapela serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Asset management fees are negotiable, charged as a percentage of assets under management up to 2.00%, and billed quarterly in advance.