Kera Capital Partners manages investment portfolios and provides financial advice for individuals, families, businesses, and private funds. The firm builds customized portfolios using stocks, bonds, exchange-traded funds, mutual funds, and alternative investments, offering both discretionary management where trades are made on your behalf and non-discretionary management where your approval is required first. Kera Capital Partners focuses on data-driven investment strategies tailored to each client's specific goals, risk tolerance, and time horizon. In addition to ongoing portfolio management, the firm provides project-based consulting on topics such as retirement planning, estate planning, and real estate. The firm also manages a private investment fund for qualified, sophisticated investors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual advisory fee is 1.25%, billed monthly based on the average daily balance. Fees are negotiable.