Kinetic Pathways provides investment management and financial planning services. For investment management, Kinetic Pathways primarily uses structured notes and market-linked certificates of deposit. Financial planning includes portfolio customization, investment strategies, retirement planning, tax optimization, cash flow and budgeting analysis, financing and financial education, estate planning, and asset protection strategies. Services are tailored to individual client needs.
Assets Under Management$3.3M
Clients41
Advisors1
Avg. per Client$80K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Kinetic Pathways charges a management fee based on the value of your portfolio, payable monthly. The fees range up to 2.25% per year, depending on the investment strategy and the size of your account. These fees may be negotiable.
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