William Klinke is a CFA-designated registered investment advisor at Kickpoint Financial, LLC, based in Houston, TX, with 14 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KickPoint Financial's wealth management fees range from 1.00% to 2.00% annually, based on factors like the complexity of services, the level of assets managed, and the overall relationship. Fees are paid monthly, based on the market value of assets under management at the end of the prior month. The fees include securities transaction costs.
Location
2929 Allen Parkway, Suite 200, Houston, TX, 77019
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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.
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William is a principal, portfolio manager, and co-owner of TWPTX, LLC (Total Wealth Partners), providing investment advisory services. This activity takes nearly full-time hours.
Employment History
Current Registrations
Kickpoint Financial, LLC
Total Wealth Partners
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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