Kanan Advisors provides investment management and financial planning services. They develop investment plans based on your goals and risk tolerance, and manage your portfolio. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Kanan also offers retirement plan consulting for employers.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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