King Retirement Solutions provides financial planning, insurance reviews, and asset management services. Financial planning covers legacy, investments, taxes, qualified plans, insurance, retirement income, Social Security, divorce planning, and college planning. Asset management is offered through Orion Portfolio Solutions, with ongoing monitoring and review of account performance. The firm also recommends third-party managers when appropriate, monitoring their performance to ensure alignment with client goals.
Fee Structure
King Retirement Solutions offers asset management through Orion Portfolio Solutions. The annual advisory fee is 1% of the assets managed, and this fee is negotiable. Orion Portfolio Solutions also charges its own fees, including administration fees (0.10% to 0.35%), an annual sleeve minimum fee ($75 for accounts under $100,000), and strategist fees (0.0% to 0.50%).
For clients using third-party managers, fees are based on a percentage of assets under management, as determined by the third-party manager. King Retirement Solutions retains a portion of these fees, ranging from 0.60% to 1.00%, depending on the portfolio type.