Advisor at Kitsman Investment Management
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Firm
Kitsman Investment Management
Location
Amarillo, TX 79101
Credentials
Series 63
Industry experience
44 years
Charles Kitsman is the principal of Kitsman Investment Management in Amarillo, TX, with 44 years of industry experience. He holds a Series 63 designation and has previously worked at Purshe Kaplan Sterling Investments and Argentus Advisors. Outside of his advisory work, Kitsman owns a landscape photography business and serves as president of the board for a preschool serving low-income families. Kitsman Investment Management provides asset management and advisory services to individuals, trusts, estates, charitable organizations, and plan sponsors. The firm uses a combination of fundamental and technical analysis, offers both discretionary and non-discretionary portfolio management, and frequently advises pension and profit-sharing plans.
Based on Kitsman Investment Management
$0 - $749,999.99: 1.50% $750,000+: 1.00%
Account minimum: $50,000 (may be negotiable)
600 S Tyler St # 1702
Amarillo, TX 79101
Texas
Kitsman Investment Management
2017 - Present (9 years)
Purshe Kaplan Sterling Investments
2014 - Present (12 years)
Argentus Advisors
2010 - 2018 (8 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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