Kairos Private Wealth, Inc.

Kairos Private Wealth, Inc. is a Registered Investment Adviser established in November 2020, with Taylor Bauerle as President and Chief Compliance Officer. The firm offers Comprehensive Financial Planning and Consulting Services, as well as Portfolio Management Services. Clients can receive tailored investment advice based on their needs and objectives. The firm primarily advises on ETFs and Mutual Funds. As of December 2021, Kairos Private Wealth managed $107,103,645 discretionary and $7,728,371 non-discretionary assets. Fees are based on a percentage of assets under management, with a tiered structure. The firm may recommend third-party money managers and custodians like Fidelity Institutional. Kairos Private Wealth does not accept performance-based fees or engage in side-by-side management. The firm's investment strategies involve fundamental, technical, charting, and cyclical analysis. Clients have the option of granting discretionary authority for account management. Kairos Private Wealth has a Code of Ethics to ensure ethical conduct and client interests are prioritized. The firm does not vote on client securities' proxies and does not have custody over client funds. Clients retain the right to vote on proxies. Kairos Private Wealth does not receive compensation for client referrals or engage in directed brokerage. The firm participates in TD Ameritrade's Institutional Customer Program and Fidelity's platform services. Kairos Private Wealth does not have any disciplinary history or financial distress in the past ten years.