Kineo Capital provides investment management services tailored to clients' individual needs, including stocks, bonds, mutual funds, and options. They may also offer cryptocurrency portfolio management to qualified clients. Kineo Capital also offers financial consulting services for pooled investment vehicles and other registered investment advisors. Kineo Capital manages investments with discretionary authority, meaning they make trades without asking first, based on the client's investment goals.
Fee Structure
Kineo Capital charges an annual fee based on the value of your portfolio, ranging from 1.0% to 2.5%. For qualified clients, Kineo Capital charges 2% of assets under management along with an 8% performance fee based on capital appreciation. The management fee is paid monthly in advance, while performance fees are paid quarterly in arrears.