Kai Wealth provides investment management services to high-net-worth individuals, investment companies, and corporations through separately managed accounts. Kai Wealth uses investment strategies tailored to different investor objectives. The firm may also work with clients on a per-project basis, with fees agreed upon in advance.
Fee Structure
Kai Wealth charges a management fee based on the value of your portfolio. All fees are individually negotiated, and clients with higher amounts of assets under management may pay lower fees. The firm may also charge a separate fee for certain unmanaged, self-directed assets on which the firm advises and/or includes in its consolidated performance reporting. The firm may also collect an incentive fee equal to a certain percentage of the net income generated for a client.