Michael Kissinger
Michael Kissinger is a registered investment advisor at Kingsview Wealth Management, LLC, based in Grants Pass, OR, with 29 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 10,049 clients with $6.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kingsview Wealth Management's annual advisory fee for wealth and asset management services is negotiable and capped at 2.50% annually, inclusive of any asset management fees charged by Kingsview Investment Management (KIM). The standard wealth management fee schedule is:
- First $250,000 – 1.50% annually
- Next $750,000 – 1.00% annually
- Any amount over $1,000,000 – 0.75% annually
Fees are negotiable and are set at the discretion of the KWM IAR providing services. This fee is exclusive of a KIM model fee, underlying investment fees or any third-party money manager fee.
Location
509 SE 7th Street, 2nd Floor, Grants Pass, OR, 97526
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2013Customer Dispute
April 2012Customer Dispute
September 2010Customer Dispute
November 2008Employment History
Current Registrations
Kingsview Wealth Management, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.Broker
Wamu Investments, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Salomon Smith Barney INC.Broker
Money Concepts Capital CORPBroker
State Registrations1 state
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.