Kingston Financial Services offers financial planning and investment advice to individuals, pensions, profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Kingston Financial Services provides advice on various securities, including stocks, bonds, and options. Investment strategies include long-term and short-term purchases, margin transactions, and option writing. Clients are not obligated to act on the firm's recommendations.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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