Ki Capital Wealth Management offers ongoing investment advice tailored to each client's individual goals, risk tolerance, and time horizon. Ki Capital creates an investment policy statement outlining the client's situation and constructs a plan to select a suitable portfolio. Ki Capital's investments include equities, option contracts, bonds, mutual funds, and fixed income.
Assets Under Management$140M
Clients103
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.80% |
| $750K - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.80% |
| $2.5M+ | 0.80% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. The Adviser may charge an additional Performance Fee (“Success Fee”) for qualifying accounts ranging from 0.0% to 0.8% and are calculated quarterly.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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