Kalaj Capital provides asset management services, managing custodial accounts with ongoing supervision. They also offer financial planning and consulting services, covering financial goals, tax planning, asset allocation, risk management, and retirement planning. These services involve preparing a written plan with recommendations, with implementation at the client's discretion. Ongoing financial planning services revisit these areas throughout the year.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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