Kristen Hrncir
Kristen Hrncir is a CFP-designated registered investment advisor at Capital Analysts, based in Sugar Land, TX, with 21 years of industry experience. Kristen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
Location
2245 Texas Dr., Ste. 300, Sugar Land, TX, 77479
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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
Kristen is the managing member of KLH Financial LLC, formed for tax purposes, and a partner at Red River Wealth Advisors. She also works as an insurance agent, offering insurance solutions to clients a few hours per week.
Employment History
Current Registrations
Lincoln Investment
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
AXA Advisors, LLCBroker
Great American Advisors, INC.Broker
Ing Financial Advisers, LLCBroker
Planmember Securities CorporationBroker
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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