Kailix Advisors offers customized investment advice to individuals and high-net-worth individuals. As a legally required fiduciary, Kailix prioritizes client interests and manages potential conflicts. Kailix creates personalized investment strategies based on client goals, risk tolerance, and financial situations, primarily using exchange-traded funds and individual stocks. Kailix also serves as a sub-advisor to a private fund.
Assets Under Management$120M
Clients14
Advisors1
Avg. per Client$8.5M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable at the sole discretion of the Advisor. Certain Clients may be offered a fixed fee not to exceed the annual rate above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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