Jamale Carothers
Jamale Carothers is a registered investment advisor at Kinetic Investment Management, INC., based in Bowling Green, KY, with 3 years of industry experience. Jamale 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
843 Fairview Ave, Ste B2, Bowling Green, KY, 42101
Get directionsHistory
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 ActivitiesSells Insurance
Jamale is a partner in CLJ Investment Group and Podium Properties, both partnerships that sell and lease residential real estate. He is also a life and health insurance agent and owns Carothers Real Estate, which leases and sells residential real estate.
Employment History
Current Registrations
Kinetic Investment Management, INC.
Previous Registrations
Simplicity Wealth
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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