Robert Teel is a registered investment advisor at Kingdom Capital Management, based in Carmichael, CA, with 6 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 11 clients with $550K 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 | 0.75% |
Fee Estimator
Location
Carmichael, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kingdom Capital Management
State Registrations1 state
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