Kickstand Wealth Advisors offers personalized financial planning and investment management services on both discretionary and non-discretionary bases. Investment advice is tailored to each client's objectives and financial needs, including retirement, education, estate, and tax planning, as well as insurance analysis. The firm primarily uses mutual funds and exchange-traded funds (ETFs), but may also invest in other securities. Kickstand Wealth Advisors may recommend unaffiliated money managers or investment platforms.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual advisory fee ranges from 0.25% to 1.50% and is agreed upon with each client. Factors upon which a different annual advisory fee may be based include, but are not limited to, the size and nature of the relationship, the services rendered, the nature and complexity of the products and investments involved, time commitments, and travel requirements.