Kolo Capital offers financial planning and investment management services to individuals, high-net-worth individuals, trusts, and retirement plans. Kolo Capital creates customized plans based on client goals and risk tolerance, primarily using mutual funds and exchange-traded funds. Services include complete financial plans, portfolio management, tax planning, college planning, retirement planning, business exit strategy, and estate planning. Kolo Capital offers two plans: Signature and Everyday, with varying levels of access to financial planning services.
Assets Under Management$2.4M
Clients23
AdvisorsN/A
Avg. per Client$100K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.35% |
These rates apply to the Signature Plan. The Everyday Plan charges 0.65% on all assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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