King Financial Incorporated offers portfolio management tailored to individual client goals, pension consulting services for employee benefit plans, and financial planning covering investments, insurance, taxes, retirement, college, and debt. KFI also advises on real estate and qualified opportunity zone investments. KFI primarily recommends mutual funds, but may use other securities to diversify portfolios.
Assets Under Management$110M
Clients152
Advisors3
Avg. per Client$700K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. If KFI directs clients to Asset Mark, the total annual fee is 1.50%, with KFI receiving 1.00% and Asset Mark receiving 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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