Kinnect Advisor Group LLC manages investment portfolios and offers retirement planning for individuals, high-net-worth clients, and small business owners. Led by Matthew Hoskins, Kinnect uses modern portfolio theory and asset allocation strategies to build customized portfolios using stocks, bonds, and mutual funds, sometimes utilizing third-party portfolio managers known as subadvisors. Kinnect follows a structured service model that includes regular check-ins and reviews throughout the year. Financial planning and educational workshops are included at no extra charge for clients who use portfolio management services. In addition to investment advisory services, the firm's leadership may recommend and sell insurance products for customary commissions, and provides educational resources through separate channels.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee can be reduced to 1.00% annually if clients opt out of the standard 12/4/2 service model and choose a single annual review. Financial planning and workshops are included at no additional charge.