Kalorama Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kalorama Wealth Strategies, LLC is a small independent registered investment adviser that provides discretionary and non‑discretionary portfolio management to individuals, trusts, estates, charitable organizations and certain business entities, and also offers standalone financial planning and consulting on both investment and non‑investment matters. The firm operates as a solo practice and reports managing approximately $30.2 million across roughly 12 client relationships, with client assets held at independent custodians.
The firm’s investment process centers on asset allocation informed by fundamental analysis and a predominately long‑term, buy‑and‑hold orientation, with implementation largely via no‑load, low‑cost mutual funds and exchange‑traded funds and periodic portfolio reviews. Cash and cash equivalents are treated as part of the strategic allocation for defensive or liquidity purposes, and investment recommendations are presented within the firm’s fiduciary framework and ongoing monitoring practices.
Distinctive aspects include the very small client roster relative to AUM, producing a comparatively high average asset level per client, and a principal with both CFA and CFP credentials and a graduate accounting degree supporting the firm’s advisory work. The firm is owner‑held through a trust, typically recommends a non‑traditional custodian platform (Altruist) and may receive certain non‑monetary support from custodial relationships, and it also performs consulting engagements for other advisors and information‑systems development.
Client services
Expertise
Fee options
Fixed fees for financial planning/consulting range from $1,500 to $10,000, generally with a $1,500 minimum.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Hourly fees for financial planning/consulting range from $250 to $450 per hour.
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 (generally not to exceed 3% of AUM), with possible reduction or waiver at firm's discretion. Fee-only: Investment advisory services are provided on a fee-only basis.
Main office
Oakland Park FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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