Kingsbury Capital Investment Advisors LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Kingsbury Capital Investment Advisors (KCIA) offers investment advice and asset management to individuals, high-net-worth individuals, trusts, retirement plans, and other entities. KCIA helps clients establish their financial goals and risk tolerance, then recommends and implements a suitable investment portfolio. KCIA also offers financial planning services, including retirement planning, cash flow projections, and insurance planning.
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 Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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