Kingsbury Financial Management, led by William Scott Kingsbury, specializes in algorithmic and quantitative trading model strategies. They offer fee-based managed account programs tailored to individual client needs. Other services include investment advice, financial consulting, estate planning advice, and trading infrastructure design and development.
Assets Under Management$5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
The advisory fee is calculated daily as an annualized percentage and is payable quarterly, in arrears. The annualized percentage is tiered into additive tiers listed above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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