Kaleel Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$144,775,229
Clients
78
71% high-net worth
Advisors
2
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
39
LowAverage account size
$1,856,093
About
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.
Client services
Expertise
Fee options
$0 - $999,999: 1.50% $1,000,000 - $1,499,999: 1.25% $1,500,000 - $9,999,999: 1.00% $10,000,000 - $14,999,999: 0.90% $15,000,000 - $19,999,999: 0.70% $20,000,000+: To be determined
Hourly planning services $50-$475 per hour depending on level and scope
Account minimum: $1,000,000 Fee-only: Financial planning fees $5,000 for twenty-hour engagement; hourly planning services range from $50 to $475 per hour depending on scope
Main office location
Kaleel Investment Advisors, LLC
77 Franklin Street, Suite 501
Boston MA 02110, United States
Number of offices
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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