KinVest Capital Management provides ongoing portfolio management and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. KinVest Capital Management creates an investment policy statement for every client and holds the authority to make trades without asking first. Investment management services cover asset allocation, security selection, and regular portfolio monitoring primarily using mutual funds, exchange-traded funds, fixed income, and equities. In addition, KinVest Capital Management offers financial planning covering retirement planning, tax considerations, life insurance analysis, college planning, and debt and credit management. KinVest Capital Management serves individuals and high-net-worth individuals, and there is no minimum account size required to open an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees are generally negotiable. Qualified clients may alternatively choose a performance-based fee structure of 2.00% annually plus a 20.00% performance fee on capital appreciation.