Kingsland Investments manages investment portfolios for individuals, families, trusts, and retirement plans. Kingsland specializes in growth equities, seeking companies with technologically enabled products or services that could change human behavior. Kingsland creates custom portfolios invested in equity, fixed income, and cash. Kingsland also provides nondiscretionary models to Unified Managed Account programs sponsored by other registered investment advisors.
Assets Under Management$17M
Clients22
Advisors1
Avg. per Client$790K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.75% |
Fees may be reduced at Kingsland's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...