Kingsbury Capital Investment Advisors LLC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$160M
Clients250
Advisors6
Avg. per Client$650K
Avg. per Advisor$27M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $5.0M1.50%
$5M+1.25%

Fees are negotiable and may be subject to discounts for individual accounts or households.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6 Advisors at this firm

Kingsbury Capital Investment Advisors LLC - Fees, AUM & Advisors | TrueAdvisor