Andrew Herbert Taylor

Kingsview Wealth Management, LLC

25 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Kingsview Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

111 advisors

Number of Clients

10,049 clients

Average Client Portfolio

$671K average

Assets Under Management

$6.7B

Fee Structure

Minimum Investment:$25K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.50%
$250K - $1.0M	1.00%
$1M+	0.75%

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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

101 Centreport Dr, Suite 140, Greensboro, NC, 27409

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History

Regulatory History (2)

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