Kuli Capital Management offers investment advisory and financial planning services. Investment management is provided on a discretionary basis, using a tactical allocation strategy. Kuli Capital uses various securities and may recommend redistributing investment allocations to diversify the portfolio. Financial planning services may include recommendations for portfolio customization and tailored investment advice.
Assets Under Management$14M
Clients45
Advisors1
Avg. per Client$300K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Kuli Capital Management charges a quarterly fee based on the value of your portfolio. The annual fee ranges from 0.75% to 2.00% of the assets managed. This fee may be negotiable. This fee is separate from the expenses charged by mutual funds.
Loading...