Kinetic Wealth offers investment management and financial planning services. Investment management involves ongoing advice based on a client's individual needs, including creating and managing a portfolio. Financial planning helps clients establish goals and values around money, covering areas like net worth, cash flow, retirement, insurance, and estate planning. Hourly financial planning is also available, providing a written report to help clients achieve their financial goals.
Assets Under Management$19M
Clients44
Advisors1
Avg. per Client$430K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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