Kindzia Investments offers ongoing investment management services, monitoring client accounts and making trades as needed. They customize investment programs based on individual client needs, objectives, risk tolerance, and market conditions. Kindzia Investments also assists accredited investors with commercial real estate and direct investment opportunities, performing due diligence services for a one-time fee.
Assets Under Management$25M
Clients40
Advisors1
Avg. per Client$630K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable based on financial situation, amount of assets, and complexity of services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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