Robert King is a registered investment advisor at King Financial Investments INC, based in Marietta, GA, with 3 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. Their firm serves 28 clients with $38M 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 $250K | Included |
| $250K - $550K | 1.08% |
| $550K - $1.1M | 0.80% |
| $1.1M+ | 0.60% |
Clients with assets under management of $250,000 or less will not exceed 2%.
Fee Estimator
Location
Marietta, GA
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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 →Other Business Activities
Robert works for Bennie R King PC, an accountant who manages portfolios for others through an exemption.
Employment History
Current Registrations
King Financial Investments INC
State Registrations1 state
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.