Heather Ponsano

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.