Kings Path Partners offers investment advice based on client goals and risk tolerance, managing both discretionary and non-discretionary accounts. They may recommend third-party managers for larger clients. The firm also provides financial planning as a standalone service, covering areas like goals, budget, estate, and tax planning. Additionally, they offer consulting and concierge services, including general management, personal CFO services, and philanthropic guidance.
Assets Under Management$1.5B
Clients180
Advisors4
Avg. per Client$8.5M
Avg. per Advisor$380M
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Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$9,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
A minimum aggregate annual fee of $9,500 applies for any ongoing Client relationship. This fee may be waived by the Adviser. All fees and rates are negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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