KINETIC WEALTH INVESTMENT ADVISORS, LLC

Overview

Kinetic Wealth Investment Advisors, LLC is an independent, SEC-registered registered investment adviser that provides financial planning and portfolio management primarily to individuals, families and small businesses, while also working with some institutional clients. The firm is structured as an LLC, owned by an individual, and offers a mix of fee arrangements including a percentage of assets under management, hourly charges and fixed fees. Its advisory scope centers on financial planning and discretionary portfolio management for individual and small-business clients. The adviser does not identify as an active ESG investor and is not reported as a multi-state adviser. The firm maintains an industry affiliation with an accountant.

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Investments & Alternatives

Location & Offices