Kingswood Wealth Advisors manages investment portfolios and offers financial consulting services to individuals, families, and institutional clients. The registered investment advisor provides both discretionary investment management (where advisors make trades on your behalf without asking first) and non-discretionary services, as well as access to third-party managers and sub-advisors. Financial consulting covers areas such as retirement planning, tax strategies, estate planning, education savings, and real estate analysis. Kingswood Wealth Advisors tailors its strategies to your individual needs and risk tolerance, operating through a network of independent financial advisors across the United States.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range up to 2.5% annually and are fully negotiable. Different financial advisors may utilize different fee schedules. A platform fee of up to 0.30% may also apply.