| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.60% |
The annual fees are negotiable.
Kinghorn Law's standard advisory fee is based on the market value of the account. The annual fee is 1.0% for assets up to $1,000,000, 0.75% for assets between $1,000,001 and $4,000,000, and 0.60% for assets over $4,000,000. These fees are negotiable and paid quarterly in advance, deducted from the client account by Matson Money. Clients are also responsible for third-party fees such as custodian fees and brokerage fees.
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Learn about disclosures →Kevin is a licensed attorney and owner of Kinghorn Law, LLC, providing estate planning services. He also serves as a volunteer director for the Catalina Council Boy Scouts of America, dedicating minimal time to this role.