Kintra Wealth offers comprehensive wealth management, financial planning, and asset management services tailored to individuals, families, trusts, charitable organizations, foundations, and businesses. Kintra Wealth guides clients through major life transitions such as retirement, career changes, marriage, divorce, and the sale of a business. The firm designs personalized portfolios based on individual goals, risk tolerance, and tax sensitivities, using a combination of individual stocks, bonds, mutual funds, and exchange-traded funds. In addition to core asset management, Kintra Wealth provides specialized business exit planning, retirement plan consulting, and institutional advisory services. Portfolios are typically managed on an ongoing basis with discretionary authority, meaning Kintra Wealth makes trades on your behalf without requiring approval for every transaction, though clients can place reasonable investment restrictions. Kintra Wealth utilizes third-party custodians such as Fidelity and Schwab to hold client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are negotiable and certain clients may have grandfathered fee structures from previous advisors. Clients also pay a separate platform fee ranging from 0.01% to 0.05%.