Kingsland Investments provides personalized investment management services for individuals, high-net-worth families, and trusts. Operating as a single-person firm led by Arthur Weise, Kingsland specializes in growth equities, seeking out companies with technologically enabled products or services designed to change human behavior and grow significantly over time. Kingsland builds custom portfolios using a mix of stocks, bonds, and cash, tailored to each client's long-term goals and risk tolerance. The firm does not provide tax preparation, estate planning, or insurance planning services. Portfolios are managed on a discretionary basis, meaning Kingsland makes trades on your behalf without needing prior approval for each transaction. Assets are held securely with an independent custodian rather than by Kingsland. In addition to managing individual portfolios, Kingsland provides model portfolios to other registered investment advisors.
Fee Structure
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 are negotiable at the firm's discretion.