Kenneth Moffet is a registered investment advisor at Hourglass Capital, LLC, based in Houston, TX, with 21 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 102 clients with $770M 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 $10.0M | 1.00% |
| $10.0M - $50.0M | 0.85% |
| $50M+ | 0.70% |
Rates are negotiated between the client and portfolio manager based on account size, investment strategy, and household relationship. Performance-based fees may also apply for qualified clients.
Fee Estimator
Location
5020 Montrose Blvd, Suite 400, Houston, TX, 77006
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2009Employment History
Current Registrations
Hourglass Capital, LLC
Previous Registrations
Morgan Stanley & CO. Incorporated
State Registrations1 state
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.
Exams
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