Kalantry Advisors provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Kalantry also offers services to help clients select third-party money managers. Kalantry creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels).
Assets Under Management$17M
Clients49
Advisors2
Avg. per Client$350K
Avg. per Advisor$8.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable. When using a third-party investment adviser, Kalantry charges 1.00% of assets and the third-party manager charges 1.00% of assets, for a total of 2.00% of assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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