Kairos Family Wealth provides ongoing portfolio management and financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. The firm creates personalized investment policies and builds diversified portfolios using mutual funds, fixed income securities, real estate funds, exchange-traded funds, equities, and alternative investments. In addition to investment management, Kairos Family Wealth offers outsourced chief financial officer services, lifestyle management, tax planning, retirement planning, college planning, and estate coordination. The firm operates with discretionary authority to execute trades on behalf of clients. Kairos Family Wealth is owned and operated by Yolla Seoud Kairouz, who also maintains outside business activities as a lawyer and licensed insurance agent, creating potential conflicts of interest that the firm manages by putting client interests first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.30% |
| $1.0M - $100.0M | 0.30% |
| $100.0M - $150.0M | 0.26% |
| $150.0M - $200.0M | 0.20% |
| $200M+ | 0.15% |
Fees are generally negotiable. The firm uses a blended tiered schedule where each rate applies only to the assets within that specific tier.