Kinetic Wealth Investment Advisors offers portfolio management tailored to individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. KWIA also provides financial planning services covering retirement, education, estate, and tax planning. They may direct clients to the Small Market Solutions Program offered by LPL Financial, LLC.
Assets Under Management$210M
Clients179
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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