Komorebi Global

Fee-Only (% of Portfolio)

Komorebi Global provides investment advice to high net worth individuals, trusts, family offices, and institutions. Komorebi offers both discretionary and non-discretionary investment management services. Komorebi works with clients to create a suitable investment profile and implement strategies through various investment products. For non-discretionary clients, Komorebi provides research and recommendations, but clients must approve each transaction. Komorebi may also refer clients to third-party money managers.

Assets Under Management$69M
Clients38
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$69M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.70%
$5.0M - $15.0M0.60%
$15.0M - $25.0M0.50%
$25M+0.50%

Fees above $25mm are negotiable. Discretionary accounts are subject to an annual advisory fee of 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Komorebi Global | TrueAdvisor