Overview
- Headquarters
- Chicago, IL
- Total Firm Assets
- $275 million
- Average High-Net-Worth Client Portfolio Size
- $15.8 million
Fee Disclosure
Source: KAI WEALTH PART 2A (2026-10-05) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $9,999,999 | 1.00% |
| $10,000,000 | $24,999,999 | 0.75% |
| $25,000,000 | and above | 0.50% |
Rate applies to the entire account based on its size.
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $75,000 | 0.75% |
| $50 million | $250,000 | 0.50% |
| $100 million | $500,000 | 0.50% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 97.82%
- Number of High-Net-Worth Clients
- 17
- Total Client Accounts
- 23
- Discretionary Accounts
- 22
- Non-Discretionary Accounts
- 1
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 332136
- KAI WEALTH PART 2A (2026-10-05) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗