Kingwood Investment Group offers investment advice tailored to clients' needs, including asset allocation strategies for investments like stocks, bonds, and mutual funds. They also provide financial planning consulting services, such as risk assessment, investment planning, and estate planning. For some clients, Kingwood Investment Group uses third-party money managers to manage assets. They also manage held-away assets such as defined contribution plan participant accounts.
Assets Under Management$120M
Clients186
Advisors5
Avg. per Client$650K
Avg. per Advisor$24M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.40% |
| $750K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable. For clients utilizing a Sub-Advisor for asset management services, the fee stated above will include the Sub-Advisor’s fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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