Kingdom Financial Group, LLC

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

Kingdom Financial Group provides personalized investment advisory services, including financial plans, consultations, seminars, and newsletters. Kingdom Financial also refers clients to third-party money managers. Financial planning services cover investments, tax planning, asset allocation, risk management, and retirement planning. Seminars and newsletters are educational and do not provide specific investment advice.

Assets Under Management$340M
Clients1,549
Advisors18
Avg. per Client$220K
Avg. per Advisor$19M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Kingdom Financial Group does not directly manage investments for individual clients. Instead, they refer clients to third-party money managers. The fees for these managers vary depending on the advisor selected, the amount of assets managed, and the number of accounts. Kingdom Financial Group receives a portion of the fee charged by the third-party manager as a referral fee.

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Location

18 Advisors at this firm