Kolo Capital is an independent registered investment advisor based in Tucson, Arizona, founded and operated by Keith Adam Kolomichuk. The firm offers two primary service tiers for individuals: the Signature Plan, which provides comprehensive financial planning, tax planning, retirement projections, estate planning reviews, and portfolio management; and the Everyday Plan, which offers simplified portfolio management with limited planning access. Kolo Capital builds diversified portfolios primarily using low-cost passive mutual funds and exchange-traded funds, focusing on long-term capital preservation and modern portfolio theory. In addition to personal wealth management, Kolo Capital provides retirement plan consulting services to employer-sponsored plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.35% |
Rates shown are for the Signature Plan. The Everyday Plan charges a flat 0.65% across all asset levels. Household accounts are aggregated to determine the blended fee rate. Fees are negotiable.