J.P. King Advisors offers financial planning and investment advice to individuals, trusts, estates, charities, and businesses. They focus on helping clients achieve their financial goals through long-term relationships, addressing wealth management, investment selection, retirement planning, estate planning, risk management, tax planning, and charitable planning. They primarily invest in no-load mutual funds and exchange-traded funds.
Assets Under Management$740M
Clients429
Advisors5
Avg. per Client$1.7M
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.40% |
| $4M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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