KinVest Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
KinVest Capital Management provides discretionary portfolio management and financial planning services to individual and high‑net‑worth clients. Its advisory offerings include ongoing portfolio construction and monitoring, one‑time financial plans, life insurance analysis, tax considerations, retirement and college planning, and debt/credit guidance.
The firm documents client objectives and risk tolerance in an Investment Policy Statement and conducts analysis using fundamental, technical and charting methods. It employs a range of trading approaches — including long‑ and short‑term trades and options strategies (such as spreads and uncovered positions) — and generally requires discretionary trading authority to implement portfolio decisions.
Compared with many small independent advisers, KinVest accepts performance‑based fee arrangements in addition to asset‑based billing and handles investment decisions internally rather than using third‑party managers. The firm also notes several operational choices that distinguish its practice: it recommends a specific custodian (Interactive Brokers), does not participate in soft‑dollar or wrap programs, and does not aggregate trades across client accounts; financial planning engagements are typically delivered as a one‑time plan.
Client services
Expertise
Fee options
$250 to $50,000 fixed fee for financial planning
$0 - $1,000,000: 2.99% $1,000,000+: 2.75%
$50 to $500 per hour
Annual fee of 2.00% of assets under management plus 20% performance fee on capital appreciation with high water mark
Main office
Millburn NJ
Advisors at this office
1
Most active in
New Jersey · New York
Also doing business as
Joanne Chien · Kinvest Capital Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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