Kith & Kin Wealth is an investment advisory firm based in Broadview Heights, Ohio, founded by Anthony Biasiotta. The firm specializes in ongoing portfolio management, building customized investment strategies aligned with each client's individual goals, time horizon, and risk tolerance. Kith & Kin Wealth constructs portfolios using factor-based quantitative analysis, Modern Portfolio Theory, and tax-managed strategies, which include direct indexing and automated tax-loss harvesting through third-party platforms. The firm's investment advice generally covers mutual funds, exchange-traded funds, individual equities, fixed income securities, inflation-linked bonds, and digital asset exposure such as Bitcoin. Kith & Kin Wealth acts as a federally recognized advisor for retirement accounts and tailors its services by analyzing each client's broader financial ecosystem, including tax brackets, asset location, and estate planning coordination. The firm does not participate in wrap fee programs and charges fees based on a tiered percentage of assets managed.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
Subject to a minimum annual fee of $4,200 per household. Fees are generally negotiable.