Kingdom Financial Group, LLC operates as a registered investment advisor providing personalized investment management, financial planning, and consulting services. Kingdom Financial Group helps clients set long-term financial goals through investment planning, tax strategies, asset allocation, risk management, and retirement planning. For investment management, Kingdom Financial Group partners with a third-party platform, AE Wealth Management, to design and manage model portfolios and access third-party money managers on a discretionary basis. Kingdom Financial Group tailors its services to individual client needs and allows clients to impose reasonable restrictions on their accounts. In addition to investment advisory services, representatives of Kingdom Financial Group are independently licensed insurance agents and may recommend insurance products, such as annuities, in coordination with financial planning. Kingdom Financial Group also offers educational seminars and complimentary newsletters.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable and generally will not exceed 1.75% annually. Fees are based on factors including the scope and complexity of services, level of assets, and overall relationship.