Kingsgrove Management offers investment management services to individuals, small businesses, private funds, and institutional clients. It manages a pooled investment vehicle, Kingsgrove Large Cap, LP. For managed accounts, Kingsgrove Management creates an Investment Policy Statement for each client, outlining their goals, risk tolerance, and time horizon. The firm has discretionary investment authority.
Assets Under Management$5M
Clients6
Advisors1
Avg. per Client$830K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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