Kinghorn Law | Financial
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Kinghorn Law, LLC recommends clients engage Matson Money for discretionary asset management services. KL gathers client financial information and objectives before recommending Matson Money. KL conducts due diligence on Matson Money and reviews its ongoing performance. KL also holds seminars and workshops.
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
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
Location
3573 East Sunrise Drive, Suite 209, Tucson, AZ, 85718