King Wealth Management manages investment portfolios and offers personalized financial planning services. The firm primarily tailors its investment strategy using individual stocks, bonds, and exchange-traded funds, along with mutual funds, commodities, and private placement securities for eligible investors. Investment management services can also cover employer-sponsored retirement plans, annuities, and 529 college savings plans. In addition to managing investments, King Wealth Management provides comprehensive financial planning covering retirement, estate planning, wealth transfer, business planning, insurance, tax strategies, and cash flow needs. Financial planning is typically provided as part of an investment management relationship, though stand-alone planning is available in limited circumstances. King Wealth Management primarily serves individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, and business entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is a maximum of 1.50% and is negotiable depending on the market value of the assets and the services rendered. Subject to a $500 minimum annual management fee.