Kingsbarn Capital Management

Fee-Only (% of Portfolio)

Kingsbarn Capital Management offers continuous investment advice and investment management services. It manages exchange-traded funds (ETFs) and separately managed accounts (SMAs). SMAs are available only to investors who meet the definition of a “Qualified Purchaser.” Kingsbarn applies a proprietary research methodology to the U.S. bond markets and manages customized strategies within certain Separate Accounts.

Assets Under Management$2.5M
Clients2
AdvisorsN/A
Avg. per Client$1.2M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Kingsbarn Capital Management manages investments for exchange-traded funds (ETFs) and separately managed accounts (SMAs). Fees for ETFs are based on a percentage of the fund's average daily net assets. For SMAs, fees are negotiated and typically include a base management fee and a performance-based incentive fee. Fees are determined by the strategy implemented, assets managed, and Kingsbarn's basic annual fee schedule. SMA clients must meet a minimum account balance of $5 million to qualify for the basic fee schedule. Clients with smaller accounts or special circumstances may be subject to higher or modified fees.

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Kingsbarn Capital Management | TrueAdvisor