Erik Morin is a registered investment advisor at Kingstone Capital Partners Texas, LLC, based in Littleton, CO, with 9 years of industry experience. Erik 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
26 West Dry Creek Circle, Suite 600, Littleton, CO, 80120
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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 →Employment History
Current Registrations
Kingstone Capital Partners Texas, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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