Kavout Algo Financial offers ongoing investment management services based on your financial situation, goals, and risk tolerance. They monitor your account and provide advice on buying, selling, or holding investments. Kavout Algo Financial primarily advises on mutual funds, exchange-traded funds (ETFs), exchange-listed securities, over-the-counter securities, and covered options contracts. You can place reasonable restrictions on your account. Kavout Algo Financial may manage other accounts with different advice.
Fee Structure
Kavout Algo Financial charges an annual fee for managing your investments. The fee is 2.00% of your portfolio for non-qualified clients. For qualified clients, the annual fee is 1.00% plus a performance-based fee. The performance-based fee is either 20% of the total capital appreciation or 30% of the capital appreciation beyond a hurdle of index ETF SPY’s capital appreciation. The total performance-based fee will generally not exceed 20.00% of the capital appreciation attained within the client's account. Fees are negotiable.