Joel Silloway
Joel Silloway is a registered investment advisor at Kinetic Investment Management, INC., based in Manchester, NH, with 2 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,460 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kinetic Investment Management charges fees for portfolio management that are negotiable and depend on the client's needs and the complexity of the situation. The final fee schedule is detailed in the Investment Advisory Contract. Fees are typically paid monthly or quarterly in advance.
Location
Manchester, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joel works as a musician and DJ, performing at concerts and weddings since 2019. He dedicates about 10-20% of his time to this activity outside of trading hours.
Employment History
Current Registrations
Kinetic Investment Management, INC.
Previous Registrations
Arcadia Wealth Management, LLC
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Commonwealth Financial NetworkBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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