Kind Capital Wealth offers customized wealth management solutions through personal contact and interaction. Services include investment management (both discretionary and non-discretionary) using ETFs, mutual funds, and individual stocks, as well as comprehensive financial planning covering investment, retirement, education savings, and charitable giving. Kind Capital also provides retirement plan advisory services to plan sponsors.
Assets Under Management$1.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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