Mathew Tipton is a registered investment advisor at Kings Path Partners LLC, based in Sugar Land, TX, with 4 years of industry experience. Mathew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 180 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
A minimum aggregate annual fee of $9,500 applies for any ongoing Client relationship. This fee may be waived by the Adviser. All fees and rates are negotiable on a case-by-case basis.
Fee Estimator
Location
1039 Imperial Blvd, Suite 201, Sugar Land, TX, 77498
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kings Path Partners LLC
State Registrations1 state
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