Gw King
Gw King is a registered investment advisor at King Retirement Solutions, LLC, based in North Port, FL, with 36 years of industry experience. Gw operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 19 clients with $2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
King Retirement Solutions offers asset management through Orion Portfolio Solutions. The annual advisory fee is 1% of the assets managed, and this fee is negotiable. Orion Portfolio Solutions also charges its own fees, including administration fees (0.10% to 0.35%), an annual sleeve minimum fee ($75 for accounts under $100,000), and strategist fees (0.0% to 0.50%).
For clients using third-party managers, fees are based on a percentage of assets under management, as determined by the third-party manager. King Retirement Solutions retains a portion of these fees, ranging from 0.60% to 1.00%, depending on the portfolio type.
Location
North Port, FL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gw is a sole proprietor operating a life insurance business since 1989, selling life, accident, and health insurance. This activity takes about half of Gw's time and occurs during trading hours.
Employment History
Current Registrations
King Retirement Solutions, LLC
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Investment Centers of America, INC.Broker
Locust Street Securities, INC.Broker
Financial Network Investment CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.