King Wealth Advisors offers investment management services that include financial goal setting, risk assessment, and asset allocation. Clients can choose from growth, growth & income, or fixed income investment approaches. The firm also provides financial planning and consulting services on an hourly or fixed-fee basis, covering retirement, education, estate, and insurance planning. King Wealth Advisors acts as a fiduciary, prioritizing client interests.
Assets Under Management$94M
Clients66
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$47M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This rate is for assets invested under the Advisor's Growth Strategy. For assets invested under the Growth & Income Strategy, the annual rate is 0.75%. For assets invested under the Fixed Income Strategy, the annual rate is 0.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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