Kai Wealth is a registered investment advisor based in Chicago, Illinois, founded in 2023. The firm manages investment portfolios and private funds for high-net-worth individuals, corporations, and other sophisticated investors, offering both portfolio management and non-discretionary advisory services. Kai Wealth employs advanced quantitative modeling, proprietary trading strategies, and rigorous manager selection to construct portfolios tailored to individual client objectives. The firm utilizes complex financial instruments, including options, futures, derivatives, short selling, and leverage, to seek capital appreciation. In addition to managing its own strategies, Kai Wealth may allocate client assets to external third-party managers and specialized funds. The firm's investment approach involves significant risk, and the firm is heavily dependent on its founding partner and sole investment decision maker, Cem Karsan. Kai Wealth charges management fees based on the value of assets managed, and may also collect performance-based incentive fees on net trading profits.
Fee Structure
Kai Wealth negotiates management fees individually with each client based on the specific services provided and the size of the portfolio. Fees are generally calculated as a percentage of your portfolio, payable monthly or quarterly, in advance or in arrears.
In addition to standard portfolio management fees, Kai Wealth may charge performance-based incentive fees of 20% on new net trading profits generated in your account. Because fees are negotiated individually, different clients with similar portfolio sizes may pay different rates.
