Kingwood Investment Group Fees & Minimum

Overview

Headquarters: Kingwood, TX
Total Firm Assets: $120 million
Average High-Net-Worth Client Portfolio Size: $1.8 million

Fee Disclosure

Source: KIG ADV PART 2A (2026-10-26) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.50%
$500,001	$750,000	1.40%
$750,001	$1,000,000	1.30%
$1,000,001	$2,000,000	1.20%
$2,000,001	$5,000,000	1.00%
$5,000,001	and above	0.80%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$14,250	1.42%
$5 million	$56,250	1.12%
$10 million	$96,250	0.96%
$50 million	$416,250	0.83%
$100 million	$816,250	0.82%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 59.66%
Number of High-Net-Worth Clients: 39
Total Client Accounts: 430
Discretionary Accounts: 430

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 330330

KIG ADV PART 2A (2026-10-26) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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