KP
KP

Kristina Ping

2 Years of Experience
Lexington, KY
1 DisclosureSells Insurance

Kristina Ping is a registered investment advisor at Foundations Investment Advisors LLC, based in Lexington, KY, with 2 years of industry experience. Kristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
299 advisors
Number of Clients
29,663 clients
Average Client Portfolio
$340K average
Assets Under Management
$10.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3260 Blazer Pkwy, Suite 100, Lexington, KY, 40509

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History

Regulatory History (1)
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Customer Dispute
July 2026
Settled
Other Business ActivitiesSells Insurance

Kristina is the Owner/CEO of Powerful Legacy Insurance since 2019. This activity is investment-related.

Employment History
Current Registrations
Foundations Investment Advisors LLC
October 2023 - Present · 3 yrs
State Registrations1 state
KY
Advisor

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.

Exams
No exam information available for this advisor.
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