Kaine Capital provides financial advice and investment management to individuals and families. Services include financial foundations (budgeting, debt strategy, savings), ongoing financial planning, investment management (portfolio design and monitoring), limited tax services, and estate planning support. Kaine Capital is a non-discretionary advisor, meaning clients make all final investment decisions.
Assets Under Management$14K
Clients3
Advisors1
Avg. per ClientN/A
Avg. per Advisor$14K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For clients maintaining not less than $1,000,000 under management, ongoing financial planning services are provided at no extra cost.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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