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 offers portfolio management based on client goals, sub-advisory services to other RIAs, and financial planning covering investment, tax, retirement, insurance, and estate planning. They tailor programs to client needs and may use model portfolios. They also provide educational seminars.
Fee Structure
Financial planning fees are negotiable, ranging from $1,000 to $10,000 for fixed-fee plans, depending on the services required. Hourly fees range from $100 to $500. Portfolio management fees are also negotiable. Insurance products are sold separately, and assets allocated to insurance are not subject to advisory fees.
Areas of Practice
Location
633 W 5th Street, Suite 1050, Los Angeles, CA, 90071