Kaiyo Wealth offers portfolio management tailored to individual client goals, including investment strategy, asset allocation, and regular monitoring. They also provide financial planning covering investment, insurance, tax, retirement, college, and debt/credit planning. Kaiyo Wealth may use outside managers to assist with client accounts. Clients can impose restrictions on investments, but Kaiyo Wealth reserves the right to end the relationship if restrictions prevent proper service.
Assets Under Management$240M
Clients86
Advisors2
Avg. per Client$2.8M
Avg. per Advisor$120M
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 | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $30.0M | 0.50% |
| $30M+ | 0.40% |
Fees are negotiable and may vary based on legacy pricing. If an outside manager is used, their fee (typically 0.39% to 0.69%) is in addition to Kaiyo Wealth's fee, but the combined fee will not exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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