KingsMark offers financial planning through full and modular plans, focusing on various areas like retirement, tax, and estate planning. They also provide investment management services with continuous supervision of client accounts, offering advice on asset classes and portfolio rebalancing. KingsMark may recommend third-party investment advisors and offers retirement plan consulting services to plan sponsors and individual participants.
Assets Under Management$370M
Clients424
Advisors5
Avg. per Client$880K
Avg. per Advisor$75M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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