How We Help
Kinetic Wealth gratefully serves individuals, families, and organizations as a trusted financial guide and partner. We best serve self-made individuals and families in pursuit of financial independence, family stewards, and employee-centric organizations. Our clients are deeply interested in positively changing their future and the future of those around them. They are often planning for or experiencing life transitions and need assistance navigating complexities surrounding those transitions. They place significant value on authentic human relationships with their professional advisors.
Our Target Client Is:
- Eager to Learn
- Willing to Listen
- Able to think outside of the box
- Enjoys working collaboratively
Together, we will build creative and unique strategies designed to provide the highest likelihood of successful financial results.
What We Do For You
Kinetic Wealth provides individuals and organizations with financial guidance to fit their unique circumstances and needs. Each relationship will include all or a combination of:
Life Planning
Life Planning goes beyond finances to focus on what truly matters. We help clients align their money with their values, lifestyle, and long-term vision. Whether navigating major life transitions, clarifying family legacy intentions, or exploring charitable impact, our approach centers on uncovering purpose and providing clarity. The result is a personalized roadmap that supports both the emotional and financial aspects of life.
Financial Wellness
Financial Wellness means having confidence in your day-to-day financial decisions and a plan for the future. We work with clients to take control of their finances, define meaningful goals, and build resilient plans that anticipate both expected and unexpected life events. From budgeting and savings to healthcare and education costs, we empower clients to make informed decisions with clarity and peace of mind.
Wealth Planning
Our Wealth Planning services are designed to manage, grow, and protect your wealth with intention. We take a long-term view, stewarding investments wisely, minimizing tax burdens over a lifetime, and ensuring your plan supports financial independence and legacy goals. Whether you’re preparing for retirement or planning for future generations, we help you create a strategy that endures.
Organizational Services
We support businesses and institutions with strategic financial solutions that benefit both employers and employees. Our Organizational Services include retirement plan design, fiduciary partnership, investment advisory, and employee engagement programs. By aligning plan structures with company goals and educating employees on financial wellness, we help organizations build stronger, more resilient workforces.
Our Pricing Structure
The fee is based on a percentage of assets under management and is negotiable. The annualized fees for investment management services are based on the following fee schedule:
| Assets Under Management | Annual Advisory Fee |
|---|---|
|
$0 – $1,000,000 |
1.00% |
|
$1,000,001 – $5,000,000 |
0.60% |
|
$5,000,000 + |
Negotiable |
The annual advisory fee is paid monthly in arrears based on the average daily balance of the Client’s account(s). The advisory fee is a blended rate. For example, for assets under management of $4,000,000, a Client would pay 1.00% on the first $1,000,000 and 0.60% on the remaining balance for a blended rate of 0.70%. The formula for the monthly fee is determined by the following calculation: (($1,000,000 x 1.00%) + ($3,000,000 x 0.60%)) ÷ 12.
In determining the advisory fee, we may allow accounts of members of the same household to be aggregated. KW relies on the valuation as provided by Client’s custodian in determining assets under management. Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.
For engagements which do not include asset management, our Hourly Financial Planning fee is based on our hourly rate of $300.
The fee is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant. Fees are negotiable. KW will do its best to estimate the time required for any particular or ongoing engagement up front to set clear expectations. KW will provide Clients with an invoice at the end of each month itemizing time spent and calculating hourly fees due. Hourly fees will be due within 15 days of invoice.
The fee to prepare a client’s tax return is $300. The scope of our tax return preparation services is limited, so please inquire if your circumstances are within our scope of engagement. If not, we will help facilitate a referral to an external tax preparer, if needed.
Let’s Build What’s Next!
Momentum begins with one step and it starts here. We help transform intention into action with a plan built to bring clarity to where you are and where you’re headed.
