Kinetix Financial Planning (KFP) manages investment portfolios based on clients' individual needs and goals. KFP also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. KFP can also provide consulting services for business owners. Ongoing financial planning is offered at no additional cost to investment management clients with at least $1,000,000 in assets under management.
Assets Under Management$9.2M
Clients41
Advisors1
Avg. per Client$220K
Avg. per Advisor$9.2M
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 | 0.80% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. Ongoing financial planning is offered at no additional cost to investment management clients with at least $1,000,000 in assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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