Kingstone Capital Partners Texas offers investment management on a discretionary basis, along with financial planning services that can be one-time or ongoing. Investment advice is tailored to each client's objectives and risk tolerance. The firm also provides pension consulting services to retirement plans. Kingstone Capital Partners Texas may recommend insurance products and tax services through affiliated companies.
Assets Under Management$160M
Clients199
Advisors7
Avg. per Client$790K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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