MS

Michael Brent Shipley

1 Year of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $4.0M0.75%
$4M+0.60%

The annual fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

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.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

3573 East Sunrise Drive, Suite 209, Tucson, AZ, 85718

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Kinghorn Law | Financial
May 2024 - Present · 1 yr 8 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.