Kickstand Wealth Advisors manages investment portfolios on both a discretionary and non-discretionary basis, meaning they can make trades on your behalf or ask for your approval first. The firm tailors its investment strategies to your personal financial goals, risk tolerance, and time horizon, primarily using mutual funds and exchange-traded funds, along with individual stocks, bonds, and alternative investments when appropriate. Alongside investment management, Kickstand Wealth Advisors provides comprehensive financial planning covering retirement, education, estate planning, taxes, and insurance needs. The firm works with individuals, high-net-worth clients, family offices, trusts, and retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual advisory fee ranges from 0.25% to 1.50% and is negotiable based on the size and nature of the relationship, services rendered, and complexity. Financial planning is included in this fee.