Kings Path Partners manages investment portfolios and provides financial planning, consulting, and concierge services for individuals, high-net-worth clients, business entities, and retirement plans. Kings Path Partners builds personalized investment strategies using quantitative analysis, covering both discretionary and non-discretionary accounts. Services include goals-based planning, budget and cash flow planning, estate and trust planning, tax-efficiency planning, and specialized retirement plan services under federal retirement plan rules. The firm can also connect clients with third-party managers and private fund platforms. Kings Path Partners works with clients who have significant assets, requiring a minimum investment of $1,000,000 to work with the firm, though this minimum can be waived.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Fees are up to 0.95% annually with a minimum aggregate annual fee of $9,500. All fees are negotiable.