Kinetic Investment Management, Inc. offers ongoing portfolio management, financial planning, and educational seminars. The firm tailors its services to the goals, time horizon, and risk tolerance of each client by creating an Investment Policy Statement. Investment strategies may include long-term trading across equities, fixed income, exchange-traded funds, real estate, commodities, international investments, and mutual funds. The firm may also direct clients to internally managed strategies or third-party investment advisers. Additionally, certain representatives offer insurance products and accounting services outside of their advisory duties. Kinetic Investment Management requires clients to use a specific custodian for executing transactions.
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.