How to Invest

step one

To begin the investment process, simply click on the Open an Account button below.

step two

You will be redirected to the website of Folio Investments, Inc. to open a brokerage account.

step three

Select the account type that is appropriate for you (i.e. personal, business, retirement or other).

step three

Select the account type that is appropriate for you (i.e. personal, business, retirement or other).

step four

Complete your personal profile and answer a brief questionnaire to help identify the strategy that best suits your objectives.

step four

Complete your personal profile and answer a brief questionnaire to help identify the strategy that best suits your objectives.

step five

KBC will then review your responses to the questionnaire and email you when you can fund your account.

step six

Fund your account and start aligning your investments with your passion to improve the lives of animals.

OPEN AN ACCOUNT

ABOUT FOLIO INVESTMENTS, INC.

Folio Investments, Inc. (Folio), provides KBC’s clients with custodial and brokerage services. Folio Investments, Inc., is a wholly owned subsidiary of Foliofn, Inc. a leading investment solutions and financial technology company. Its integrated brokerage and custodian platform features patented, state-of-the-art trading and portfolio management tools. Folio is not affiliated with Karner Blue Capital, LLC.Folio is a self-clearing broker-dealer registered with the Securities and Exchange Commission (SEC), a member of the Financial Industry Regulatory Authority (FINRA), and a direct member of the Depository Trust & Clearing Corporation (DTCC). Folio provides KBC clients with trade execution, clearance, settlement and custody services.

Folio conducts the account opening process. During the account opening process you will have the opportunity to review and accept both Folio’s brokerage account documentation and Karner Blue Capital’s new client documentation, including KBC’s investment management agreement and firm brochure.

Read the full range of Folio’s account descriptions here.

FOLIO BROCHURE

INVESTMENT ADVISORY FEES

Karner Blue Capital’s investment advisory fee schedule is set forth below. These fees are negotiable and exclude custody and trading fees.

INVESTMENT AMOUNT
FEE %
$0 – $6,000
1.20%
$6,000.01 – $10,000
1.10%
$10,000.01 – $100,000
1.00%
$100,000.01 – $1,000,000
0.95%
$1,000,000.01 – $5,000,000
0.90%
$5,000,000.01 – $10,000,000
0.85%
Greater than $10,000,000
0.80%

Fees are billed monthly in arrears.

Asset levels are determined by aggregating assets held by the same client in multiple accounts, therefore clients who may hold assets in multiple portfolios will realize breakpoints sooner.

Fees are tapered, ensuring the lower fee levels at each breakpoint apply to all assets held by a client.

CUSTODY AND TRADING FEES

Folio Investments, Inc. performs brokerage and custody services for KBC clients. The Folio Investments fee schedule is set forth below.

INVESTMENT AMOUNT
FEE %
$0 – $100,000
0.20%
$100,000.01 – $200,000
0.175%
$200,000.01 – $300,000
0.15%
$300,000.01 – $400,000
0.125%
Greater than $400,000
0.10%

Folio charges a minimum annual fee of $35.

Folio’s fees are tiered such that the lower fee levels at each breakpoint apply only to the assets within that tier.

WORKING FOR A BETTER WORLD

At Karner Blue Capital we share your passion and donate ten percent (10%) of the firm’s annual portfolio management fees to various non-governmental organizations (NGOs) in recognition of the tremendous work that they do to protect the flora and fauna of our planet and the significant contributions they make to KBC’s research efforts.

OUR PRODUCTS