Kinetic Investment Management offers portfolio management tailored to individual client goals, including investment strategy, asset allocation, and risk tolerance. They also provide sub-advisory services to other registered investment advisors. Financial planning services cover investment, tax, retirement, insurance, and estate planning. Educational seminars are offered at no charge.
Fee Structure
Kinetic Investment Management offers portfolio management services, but the fees are not specified in this brochure. The fees are negotiable and outlined in the Investment Advisory Contract. Kinetic Investment Management may direct clients to internally managed strategies and/or third-party investment advisers. All fees are collected by the third-party investment advisers and are then shared with Kinetic Investment Management who receives its fee paid directly from the third-party adviser.