Kingsley Advisors provides investment advice to individuals and institutions, managing their accounts with the goal of long-term returns while minimizing risk. Kingsley focuses on concentrated positions in undervalued industries. They offer their services through a wrap fee program, which includes account management, brokerage, and custody services for a single fee.
Assets Under Management$43M
Clients171
Advisors1
Avg. per Client$250K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Kingsley Advisors manages investments through a wrap fee program. The annual management fee is a percentage of your portfolio, paid quarterly in advance, and is negotiable.
- Less than $50,000: 2.75%
- Greater than $50,000: 2.00%
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