Kālā Capital Partners offers investment advisory services to individuals and other clients. Services include comprehensive portfolio management with financial planning, and standalone financial planning and consulting. For portfolio management, Kālā Capital Partners uses individual stocks, bonds, ETFs, options, mutual funds and other public and private securities or investments. The firm also offers retirement plan consulting to employer plan sponsors.
Fee Structure
Kālā Capital Partners' maximum annual fee for comprehensive portfolio management will not exceed 1.30%. Fees are billed quarterly in advance based on the value of the account on the last day of the previous quarter. Fees are deducted from client accounts. The firm utilizes sub-advisory services and compensates third-party investment advisory firms or individual advisors a percentage of the overall investment advisory fee charged.