Kinwell LLC

Kinwell, LLC is a registered investment advisor established in September 2017 and registered with the U.S. Securities and Exchange Commission in May 2023. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Kinwell offers services such as investment strategy, asset allocation, and regular portfolio monitoring. The firm manages discretionary and non-discretionary accounts, with a focus on long-term trading strategies. Kinwell charges a tiered fee structure based on assets under management, with fees ranging from 0.50% to 0.90%. The firm does not participate in wrap fee programs and has assets under management totaling over $190 million. Clients may impose restrictions on investments based on personal values or beliefs. Kinwell provides pension consulting services, limiting advisory advice to specific types of investments such as mutual funds, fixed income securities, and real estate funds. The firm does not accept compensation for the sale of securities to clients and has a detailed Code of Ethics in place. Clients' assets are held by third-party custodians, and Kinwell does not accept voting authority for client securities. The firm prioritizes client privacy and data security, safeguarding personal information and using it only as needed to provide services or as permitted by law. Clients have choices regarding the use of their personal information and can contact Kinwell for more information at their Charleston office or via email.