Keala Advisors offers personalized investment advisory services to individuals and institutions, placing a special emphasis on emerging technology, digital assets, and cryptocurrency opportunities alongside traditional markets. The registered investment advisor provides both discretionary and non-discretionary portfolio management, tailoring strategies to each client's specific goals, risk tolerance, and time horizon. In addition to managing investments, Keala Advisors provides standalone financial planning, investment due diligence and analysis, business consulting for entrepreneurs, and educational seminars. The firm operates as an independent company founded by Christopher Mitchell and is legally required to act in your best interest at all times.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Rates shown are for traditional accounts. Digital asset accounts have a separate fee schedule ranging from 2.00% to 3.00%. Fees are negotiable at the firm's discretion.