Koios Private Family Offices offers investment management services to clients, creating investment strategies based on their individual goals, risk tolerance, and time horizon. As part of the service, clients may receive a financial plan covering topics like estate planning, investments, taxes, retirement income, and college planning. This planning service is provided at no additional cost.
Assets Under Management$1.5M
Clients5
Advisors1
Avg. per Client$290K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, householding of Client accounts, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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