Jamie White is a registered investment advisor at K&s Wealth Advisors, LLC, based in Lubbock, TX, with 5 years of industry experience. Jamie 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 71 clients with $77M 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 $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.85% |
| $6.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees are negotiable for accounts over $25,000,000. For accounts held directly with American Funds, the fees are: Up to $500,000: 1.00% per year; Next $2,500,000 ($500,001 to $3,000,000): 0.75% per year; Next $7,000,000 ($3,000,001 to $10,000,000): 0.50% per year; Over $10,000,000: 0.25% per year
Fee Estimator
Location
8009 Genoa Avenue, Lubbock, TX, 79424
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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
K&s Wealth Advisors, LLC
Kuykendall & Schneider, INC.Broker
State Registrations2 states
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