Khalis Financial Advisors LLC offers portfolio management tailored to individual client goals, pension consulting services for employee benefit plans, and financial planning covering investments, insurance, taxes, retirement, college, and debt. The firm generally limits its investment advice to mutual funds, fixed income, equities, ETFs, and non-U.S. securities. Clients may impose restrictions on investments based on their values or beliefs.
Assets Under Management$150K
Clients1
Advisors1
Avg. per Client$150K
Avg. per Advisor$150K
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable. For qualified clients, the firm also offers a performance-based fee structure of 1.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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