Kenneth Blattenbauer
Kenneth Blattenbauer is a registered investment advisor at Kingstone Capital Partners Texas, LLC, based in Frisco, TX, with 18 years of industry experience. Kenneth 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 199 clients with $160M 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 $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable. Beginning on July 1, 2024, the Firm’s fees for Investment Management Services are based upon a percentage of assets under management and are fixed at a rate that will vary by Client and range from 0.50% to 2.00%.
Fee Estimator
Location
6160 Warren Parkway, Suite 100, Frisco, TX, 75034
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
September 2015Employment Separation After Allegations
July 2012Other Business ActivitiesSells Insurance
Kenneth is CEO and CCO of Kingstone Capital Partners Texas, LLC, dedicating nearly full-time hours to this role. He also has several other business activities, including being a member of Kingstone Insurance Co. and a licensed insurance agent, spending about 10-20% of his time on insurance-related activities.
Employment History
Current Registrations
Kingstone Capital Partners Texas, LLC
Previous Registrations
Emerson Equity LLCBroker
Kingstone Capital Partners Texas, LLC
Advanced Practice Advisors, LLC
Dlk Investment Management
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations5 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.