Kevin Thompson is a CFP-designated registered investment advisor at 9i Capital Group LLC, based in Fort Worth, TX, with 14 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 94 clients with $52M 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 $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable. Clients can combine multiple households to receive breakpoints on their portfolios and a lower tiered schedule.
Fee Estimator
Location
Fort Worth, TX
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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 Activities
Kevin is the CEO/founder of 9Innings Capital Group LLC since 2017, an author since 2020, the registered agent for 9i Holding LLC since 2022, and an officer for School Ready Requirements since 2017. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
9i Capital Group LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations2 states
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