Hannah Ellis is a registered investment advisor at Kingstone Capital Partners Texas, LLC, based in Frisco, TX, with 4 years of industry experience. Hannah 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
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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
Letter Advisors, LLC
Key Investment Services LLC
Key Investment Services LLCBroker
State Registrations1 state
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.