JF
JF

Jonathon Fite

18 Years of Experience
Denton, TX

Jonathon Fite is a registered investment advisor at Kmf Investments Management, LLC, based in Denton, TX, with 18 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $93M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
21 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$93.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees may be negotiable for specific clients. The firm may negotiate a combination of asset management fees and performance fees up to 20% of profits subject to high water marks.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Denton, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jonathon is a part-time adjunct professor at the University of North Texas since 2009 and the University of Arkansas since 2012, teaching courses related to logistics, supply chain management, finance, and investing. These roles involve lecture development, delivery, grading, and mentoring, taking about 10-20% of his time.

Employment History
Current Registrations
Kmf Investments Management, LLC
February 2008 - Present · 18 yrs 3 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.