Khelp Financial provides ongoing advice focused on digital assets, tailoring investment strategies to each client's goals, risk tolerance, and objectives. Khelp offers four model portfolio strategies split between two approaches: Long Directional and Quantitative. Khelp is also a sub-adviser for other registered investment advisors.
Fee Structure
Khelp Financial charges a management fee based on the investment strategy and the amount in your account. The fee is 2.0% annually for the Fundamental, Diversified, Momentum Bitcoin, and Momentum Matrix strategies. For the Momentum Bitcoin and Momentum Matrix strategies, there is also a 10% performance fee for qualified investors. The fee is calculated on the average daily market value of your assets and is charged quarterly. Khelp uses Securitize, which charges a transaction fee of 0.35% on all trades.