Charles Kitsman
Charles Kitsman is a registered investment advisor at Kitsman Investment Management, based in Amarillo, TX, with 44 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K+ | 1.00% |
Fee schedule combines both Dividend Growth/Total Return and Custom Models. The higher fee is used when asset ranges overlap.
Fee Estimator
Location
600 S Tyler St # 1702, Amarillo, TX, 79101
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is involved in several outside business activities. These include photography (minimal time), writing a novel (a few hours per week), serving as co-executor of an estate, fundraising for Texas Tech University, serving as President of the Board of Trustees for Opportunity School, and volunteering for Stanford Alumni Outreach (a few hours per week). He also works as an agent for fixed insurance sales.
Employment History
Current Registrations
Kitsman Investment Management
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Argentus Advisors, LLC
Argentus Securities, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.