Extraordinary Kale is a registered investment advisor that provides continuous asset management and financial planning services to individuals, high-net-worth individuals, and business entities. Extraordinary Kale helps clients build and monitor investment portfolios using strategies such as long-term purchasing, value investing, tactical and strategic asset allocation, and optional options trading strategies. In addition to managing investments, Extraordinary Kale offers modular and full written financial plans covering topics like asset allocation, budgeting, cash flow, retirement, tax, and estate planning, as well as hourly consultations. Extraordinary Kale operates as an independent firm with a focus on personalized service, tailoring its advice to each client's individual financial situation, risk tolerance, and goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee ranges between 1% and 2% for standard asset management, and is a flat 2% for asset management with options strategy. Fees are negotiable.