Kingsbury Capital Investment Advisors offers independent investment advisory and asset management services to individuals, high-net-worth individuals, trusts, retirement plans, and other legal entities. The firm creates personalized portfolios based on each client's financial situation, goals, and risk tolerance, utilizing strategies that include individual equities, fixed income securities, exchange-traded funds, mutual funds, and options. In addition to investment management, Kingsbury Capital Investment Advisors provides financial planning services covering asset allocation, retirement planning, cash flow projections, insurance planning, and business consulting. The firm also serves institutional retirement plan sponsors with fiduciary consulting, investment selection, and plan evaluation.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable and may be subject to discounts for individual accounts or households.