KinVest Capital Management offers portfolio management services based on individual client goals and risk tolerance. They create an investment policy statement for each client. They also offer financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. KinVest generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and non-U.S. securities.
Assets Under Management$4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees are negotiable. For qualified clients, KinVest also offers a performance-based fee structure of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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