A complete list of active advisors currently associated with Kaleel Investment Advisors, LLC

Warmer can help you find a great advisor at Kaleel Investment Advisors, LLC or one who fits your needs even better.

Kaleel Investment Advisors provides personalized financial planning and investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm manages about $145 million across under 80 client relationships and offers ongoing investment supervisory services, financial planning consultations, and implementation support. The firm typically invests client assets in no-load or low-fee mutual funds, index funds, and ETFs, and may use third-party managers and model portfolios available through SEI and Osaic platform programs. Investment advice is delivered as part of broader planning, with clients retaining final decision-making authority; the large majority of assets reported are managed on a non-discretionary basis, so trades are generally executed only with client approval. What is noteworthy about the firm is its combination of a small advisory team with relatively large AUM concentrated in non-discretionary accounts and its affiliation with a broker-dealer/insurance network. While the advisory business operates on a fee-only basis, the firm’s principal is separately registered with a broker-dealer and owns an insurance-oriented company, a structure the firm discloses and addresses through its policies and conflict-of-interest procedures.

To learn more about the advisors currently working at Kaleel Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.