Cary M Allison

Kera Capital Partners

33 Years of Experience

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Firm Information

Kera Capital Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

11 advisors

Number of Clients

282 clients

Average Client Portfolio

$2.9M average

Assets Under Management

$808.1M

Fee Structure

Minimum Investment:$300K

Financial Plan Fee:$2,000 - $20,000

Hourly Rate:Up to $250/hr

Investment management fees are billed monthly in arrears, based on the average daily balance of your account. The maximum annual advisory fee is 1.25%. Fees may vary based on account size, portfolio complexity, and activity. Consulting fees are either hourly (not exceeding $250/hour) or fixed ($2,000 to $20,000), and are negotiable. The firm maintains a minimum of $300,000 in aggregate investable assets to become a client, but this is negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningReal Estate Investing

Advisor Information

Office location

1760 the Alameda, San Jose, CA, 95126

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2004

Denied

Customer Dispute

March 2003

Award / Judgment

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Other Business ActivitiesSells Insurance

Cary works as an insurance broker for Highland Capital Brokerage, selling insurance products for commission, dedicating minimal time to this activity. Cary also has an investment-related trust since 2022, spending minimal time on it.