William Kingsbury
William Kingsbury is a registered investment advisor at Valley Forge Investment Consultants, INC., based in Audubon, PA, with 2 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 523 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
VFIC will consider an alternative fee arrangement under certain circumstances.
Fee Estimator
Location
2500 Monroe Blvd., Suite 100, Audubon, PA, 19403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Valley Forge Investment Consultants, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
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