Kintra Wealth offers wealth management services, including financial planning and asset management. Financial planning focuses on major life transitions like marriage, divorce, career changes, and retirement. Asset management is generally performed on a discretionary basis, with investment strategies tailored to individual client needs and objectives. Kintra also offers retirement plan consulting and business exit planning services.
Assets Under Management$460M
Clients552
Advisors18
Avg. per Client$840K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are negotiable. Certain fee arrangements may include a bundled fee for financial planning and investment management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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