Kintail Advisors is an investment advisory firm founded by Patrick McRae. The firm offers discretionary portfolio management services tailored to each client's financial circumstances, risk tolerance, and time horizon. Kintail Advisors provides four distinct model portfolios ranging from conservative bond-focused strategies to higher-growth equity and spot cryptocurrency strategies. Portfolios are built using exchange-traded funds and spot crypto exchange-traded funds, with annual rebalancing. Kintail Advisors aims to serve high-net-worth individuals and institutional clients.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...