Kinetic Investment Management, INC.

Assets Under Management

$348.2M

Number of Clients

1,252

Number of Advisors

18

Average Client AUM

$278K

AUM per Advisor

$19.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Kinetic Investment Management provides portfolio management tailored to client goals and risk tolerance. They also offer financial planning covering investment, tax, retirement, insurance, and estate planning. Educational seminars are provided free of charge. They may direct clients to third-party investment advisers.

Fee Structure

Minimum Investment:None
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Loading...
Location

633 W 5th Street, Suite 1050, Los Angeles, CA, 90071

18 Advisors at this firm