Kubhera Enterprises offers investment advice, and financial planning services. Kubhera can manage investments with or without the authority to make trades without asking first. They also offer financial planning on a stand-alone basis. Kubhera also offers retirement plan consulting services to plan sponsors. Kubhera may recommend investments through the YieldStreet platform and may recommend an affiliated private investment fund.
Assets Under Management$290M
Clients352
Advisors3
Avg. per Client$820K
Avg. per Advisor$97M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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