How does the advisor help clients – Key Takeaways:
KALA CAPITAL, a leading financial services firm, takes a comprehensive approach to helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, KALA CAPITAL offers a range of services to guide clients towards financial success.
- Provides personalized financial planning and investment management services
- Offers access to a diverse range of investment options
- Offers ongoing support and guidance to help clients stay on track towards their financial goals
Facts and Insights
As of 2021, KALA CAPITAL manages over $5 billion in assets and has a team of 100 advisors serving clients across the country.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 100 | Over 10 years |
Financial Services Offered
KALA CAPITAL offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Financial planning and retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
Client Types
KALA CAPITAL serves a diverse range of clients including high net worth individuals, families, and businesses. Their advisors have expertise in working with clients from various backgrounds and industries, providing tailored financial solutions for each client’s unique needs.
Fees & Compensation
KALA CAPITAL charges a fee based on a percentage of assets under management for their investment management services. They also offer fee-only financial planning services, meaning their advisors do not earn commissions or bonuses for recommending specific investments. This fee structure ensures that their advisors are solely focused on providing the best financial advice for their clients’ financial well-being.
Background
KALA CAPITAL was founded in 2010 by experienced financial professionals with a passion for helping individuals and families achieve their financial goals. The firm’s mission is to provide personalized and comprehensive financial services that prioritize the client’s best interests.
Financial Advisor Disclosures to Know
As a registered investment advisor, KALA CAPITAL is required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through the firm’s Form ADV, available upon request.