Kinnamon & Associates, LTD. II offers investment management and financial planning services. For investment management, they create a portfolio based on your goals and risk tolerance. They review the portfolio monthly and rebalance annually. They also offer pension consulting services. Financial planning covers areas like taxes, investments, insurance, retirement, and estate planning. They gather information through interviews and prepare a written report.
Assets Under Management$99M
Clients130
Advisors3
Avg. per Client$760K
Avg. per Advisor$33M
Fee Structure
Kinnamon & Associates, LTD. II charges a fixed fee for managing your investments, which is negotiated on a case-by-case basis. The fee ranges from 0.5% to 1.25% of the value of your portfolio. You'll be invoiced at the end of each quarter.
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