The Kinney Group, LLC

The Kinney Group, LLC is an SEC registered investment adviser based in Pasadena, CA. Established in August 2013, the firm specializes in financial planning and wealth management services. The firm's core objective is to understand clients' goals, risk tolerance, and concerns to create customized investment strategies. The Kinney Group manages assets on a discretionary basis, with a minimum portfolio size typically set at $1,000,000. Clients may receive financial planning services separately or in conjunction with investment portfolio management. The firm charges fees ranging from 120 to 165 basis points based on assets under management, prorated quarterly. The Kinney Group exercises investment discretion for clients, making decisions on securities, amounts, timing, and hiring/firing Independent Managers. The firm may engage in trade away transactions through PKS, where Supervised Persons receive transaction-based compensation. Clients receive regular account reviews, statements, and reports, with the firm monitoring portfolios quarterly. The Kinney Group has a Proxy Voting Committee to vote client securities in their best interest. The firm's Code of Ethics ensures compliance with securities laws and sets standards for conduct. The Kinney Group does not provide services for performance-based fees and has no disciplinary events in its history. Clients can contact the firm for a copy of its Code of Ethics or Proxy Voting Policies and Procedures.