Extraordinary Kale LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Extraordinary Kale LLC provides advisory services to individuals, high-net-worth clients, and corporations or business entities, offering asset management, financial planning and consulting, and retirement-plan rollover advice. The firm’s services include ongoing portfolio supervision for managed accounts as well as modular written financial plans and one-time or ongoing consultations.
The firm tailors its advice to each client’s circumstances and can act on a discretionary or non-discretionary basis, following a primarily value-oriented, long-term approach while also using tactical and strategic asset-allocation techniques. Its stated methods include fundamental and technical analysis and incorporate derivative strategies—such as options transactions and margin—into portfolio management when appropriate.
Noteworthy aspects include the combination of hourly-billed financial planning and consulting with active portfolio management for both individual and corporate clients, offered by a newly registered adviser that currently reports no assets or active clients. The firm disclaims any role as a private fund adviser and the managing member maintains an unrelated executive role outside the advisory business.
Client services
Expertise
Fee options
$200 per hour for financial planning and consulting services.
Account minimum: $25,000 Minimum fee: Minimum fee generally charged for financial planning or consulting services on hourly basis is $750.
Main office location
Extraordinary Kale LLC
Lincolnton NC, United States
Number of offices
1
Most active in
North Carolina
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.
Forms ADV
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