Kera Capital Partners (KCP) helps clients build, manage, and protect their wealth. KCP offers investment management on a discretionary or non-discretionary basis, allocating assets among stocks, bonds, exchange traded funds, and other investments. KCP also provides consulting services on topics like estate planning and retirement planning. KCP also manages a private fund for qualified investors.
Fee Structure
Kera Capital Partners charges a monthly fee for investment management, calculated as a percentage of your account's average daily balance. The maximum annual fee is 1.25%. The exact fee is agreed upon in writing. Fees may be lower for employees and their families. You can negotiate the fee. Your custodian will deduct the fee directly from your account. You can end the agreement with written notice.