Kinwell, LLC offers portfolio management services tailored to individual client goals and risk tolerance. They create investment policy statements and manage investments with discretionary authority. Kinwell also provides consulting services to pension and employee benefit plans, including guidance on asset allocation, manager selection, and performance monitoring. Kinwell generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.68% |
| $5M+ | 0.50% |
Fees are generally negotiable. Business entity accounts invested in money market instruments and low-duration bonds are subject to an annual management fee of 0.45%.