Kairos RIA is a registered investment advisor based in Raleigh, North Carolina, offering ongoing portfolio management and financial planning services. Kairos RIA creates customized investment strategies based on each client's goals, risk tolerance, and time horizon, utilizing mutual funds, fixed income securities, exchange-traded funds, equities, and private placements. In addition to managing investments, Kairos RIA provides comprehensive financial planning covering retirement, taxes, insurance, college savings, and debt management. The firm operates with the authority to make trades on behalf of clients without prior consultation for each transaction and acts in a legally required best-interest capacity when providing retirement advice. The team includes professionals who also maintain separate practices in insurance and law, as well as affiliated business administration and tax preparation services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are generally negotiable.