Kingdom Capital Management is an independent registered investment advisor that offers fixed-fee life-stage financial planning and optional ongoing investment management services to individuals, families, and middle-income households. Founded in 2019 and led by Robert Teel, the firm operates on a fee-only basis, meaning it does not sell products or accept commissions. Clients can choose standalone planning, standalone investment management, or both. The firm's planning services range from single-issue consultations to comprehensive multi-topic plans covering cash flow, debt, retirement, tax strategies, and insurance analysis. For clients who want ongoing portfolio management, Kingdom Capital Management builds and monitors diversified portfolios primarily using low-cost mutual funds and exchange-traded funds through independent custodians like Charles Schwab. The firm emphasizes accessibility by requiring no minimum account size or asset minimum for its services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are billed semi-annually in arrears. All household accounts are aggregated to calculate the blended rate.