Kingdom Wealth Development offers financial planning and portfolio management services. Financial plans are tailored to each client's needs and may cover net worth, cash flow, tax, insurance, estate planning, and retirement. Portfolio management involves creating individualized portfolios based on client objectives and risk tolerance. Kingdom Wealth Development may also recommend third-party investment advisors. The firm manages client portfolios on a discretionary basis.
Assets Under Management$9.1M
Clients150
Advisors1
Avg. per Client$61K
Avg. per Advisor$9.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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