Kisin Wealth Management (KWM) offers custom investment portfolio management on a discretionary basis, tailoring its services to individual client needs. KWM uses a tactical allocation strategy to reduce risk and increase performance, potentially using various securities and mutual funds. KWM may recommend redistributing investment allocations to diversify the portfolio, specific stocks to increase sector weighting and/or dividend potential, and cash positions as a hedge against market movement.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees range up to 1.50% per annum depending on factors such as the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated by Kisin Wealth Management at its sole discretion.