Kingsview Wealth Management provides comprehensive wealth management, financial planning, and asset management services through its Investment Adviser Representatives and in-house portfolio management team, Kingsview Investment Management. The firm offers both discretionary and non-discretionary investment management, building customized portfolios using traditional stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. For financial planning, Kingsview Wealth Management covers cash flow, college savings, retirement, taxes, and estate planning. The firm also provides specialized services such as participant account management for retirement plans held away from the firm, retirement plan consulting, and access to third-party managers and alternative investment platforms. Kingsview Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and capped at 2.50% annually. In-house asset management model fees or third-party manager fees may apply in addition to this schedule.