Kickpoint Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,572,764
Total clients
10
100% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
5
Average account size
$1,457,276
Client services
Fee options
$0+: 2.00% annually unspecified lower range - unspecified upper range: 1.00% annually
Performance fee up to 20% of gains annually for Qualified Clients with $1.1M+ assets managed or $2.2M+ net worth, subject to high-water mark.
Fee-only: Wealth management fees range from 1.00% to 2.00% annually based on factors including complexity, asset level, and relationship.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Kickpoint Financial, LLC
40 S Main Street, Suite 2550
Memphis TN 38103, United States
Number of offices
3
Forms ADV
Quick links
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