Neokai Capital LLC (NKC) provides portfolio management services, including investment supervision and review, tailored to each client's goals, risk tolerance, and time horizon. NKC creates an Investment Policy Statement for each client. NKC generally invests in long-term trading, short-term trading, margin transactions, and options trading, but may also invest in fixed income, equities, ETFs, and treasury inflation-protected bonds. NKC requires discretionary authority to execute trades.
Assets Under Management$43M
Clients70
Advisors3
Avg. per Client$620K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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