King George Capital MGMT, Inc. provides investment management services, managing client portfolios based on their individual objectives. They may also offer financial planning services, covering areas like investment selection, retirement, tax, insurance, and estate planning. For clients with less than $100,000 to invest, they offer investment planning services for a fee.
Assets Under Management$31M
Clients56
Advisors2
Avg. per Client$550K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
King George Capital MGMT charges an annual investment management fee based on the value of your portfolio. The fee ranges from 0.5% to 1.5% per year. The exact fee is negotiable depending on your circumstances and the size and type of your account.
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