KickPoint Financial provides wealth management services, including financial planning and investment management. Financial planning covers areas like retirement, education, and charitable giving. Investment management involves creating customized portfolios using ETFs, individual stocks, and bonds. KickPoint Financial primarily uses a long-term investment approach but may make short-term adjustments based on market conditions or client needs.
Fee Structure
KickPoint Financial's wealth management fees range from 1.00% to 2.00% annually, based on factors like the complexity of services, the level of assets managed, and the overall relationship. Fees are paid monthly, based on the market value of assets under management at the end of the prior month. The fees include securities transaction costs.