Johanna King is a registered investment advisor at King Wealth Advisors, LLC, based in San Mateo, CA, with 7 years of industry experience. Johanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 66 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This rate is for assets invested under the Advisor's Growth Strategy. For assets invested under the Growth & Income Strategy, the annual rate is 0.75%. For assets invested under the Fixed Income Strategy, the annual rate is 0.50%.
Fee Estimator
Location
1900 South Norfolk Street, Suite 350, San Mateo, CA, 94403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
King Wealth Advisors, LLC
State Registrations1 state
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