Kinetic Financial (KF) provides financial advisory and investment services tailored to help each client achieve their individual goals and financial needs. KF operates under a fee-only structure, meaning KF is compensated solely by clients and does not receive commissions or third-party incentives. KF offers services in person, over the phone, or via video conferencing. Clients have secure, 24/7 access to their financial plans and investment accounts. KF builds and manages client investment accounts—including stocks, bonds, funds (primarily ETFs and mutual funds), and more—according to their unique financial goals and needs.
Fee Structure
Kinetic Financial provides investment advisory services for a fee based on a percentage of the value of your portfolio. The fee is calculated quarterly, in arrears, based on the account value on the last business day of the calendar quarter. The fee structure is based on a blended-tier calculation method and varies according to portfolio type.
The maximum annual fee schedule is as follows:
- Fully Custom Portfolio: Ranges from 1.75% to 0.80%
- Semicustom Portfolio: Ranges from 1.50% to 0.70%
- Direct Indexing/ Proprietary Model Portfolios: Ranges from 1.35% to 0.60%
- TAMP Accounts: Ranges from +0.50% to +0.25%
Clients selecting a wrap account get an additional wrap fee, up to 0.25%, added to the total.
Clients choosing third-party TAMPs will incur a due diligence oversight fee in addition to the investment management fee for proprietary model portfolios.