Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.70% |
| $10.0M - $40.0M | 0.50% |
| $40M+ | 0.40% |
Based on a $2 million minimum account or client relationship. Fee schedule is for Equity/Balanced accounts (excluding AKIA clients).
Fee Estimator
Clients generally pay a quarterly management fee based on their assets under management. The minimum account size is $2 million. Fees vary based on circumstances, including prior fee schedules, transitions from affiliated firms, and greater servicing needs. Clients may request to household accounts for lower fee tiers. 1919 considers several factors in determining whether to approve requests for non-standard fees or relationship/client minimum assets including, but not limited to, longevity of relationship, aggregate assets under management across asset types, additional services contracted (e.g., 1919’s family office or financial planning services). Approval for such requests are at the sole discretion of 1919.
Areas of Practice
Advisor Information
Office location
6303 Cowboys Way, Frisco, TX, 75034
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kevin is a limited partner in Karrh Farms LLC, a family-owned farm, and spends minimal time on farm management. He also owns AE2022 LLC, manages KJJL Enterprises, and is a managing partner in HE 2022, all entities established for holding investments, dedicating minimal time to each.