Sign in Sign up for free

Klaraos, LLC (Incline Village)


Klaraos, LLC is an adviser based in Incline Village. It manages $26.2 million of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and Nevada.

Logo



Klaraos provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm also engages as agent of issuer.

Klaraos: assets under management

The assets under management (AUM) of Klaraos, LLC is $26.2 million. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21 million in discretionary accounts and $5.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $420 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $650 thousand.
Klaraos has custody of $12 million in cash and securities for 50 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Klaraos, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Incline Village

The principal office where Klaraos, LLC performs its advisory services is located at 917 Tahoe Blvd, Incline Village, NV 89451, which is also the mailing address of the firm. An additional office of the firm is in Carmel By The Sea, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 775-831-5546 or by fax 775-201-0110. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at www.m2livelife.com.


Registered investment advisers similar to Klaraos, LLC