Kingfisher Investors provides investment management services to private investment funds and separately managed accounts for high-net-worth individuals and institutions. For individuals, Kingfisher determines investment objectives and creates customized portfolios. Clients can place reasonable restrictions on investments. Kingfisher manages accounts on a discretionary or non-discretionary basis.
Assets Under Management$23M
Clients4
Advisors1
Avg. per Client$5.8M
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Kingfisher Investors does not have a standard fee schedule for separately managed accounts. Fees are negotiated based on the amount of assets managed, the type of account, transaction activity, and the range of services provided. Fees are paid quarterly in advance.
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