Kingdom Capital Management (KCM) provides tiered investment advisory services through Charles Schwab. KCM offers one-time IRA setups, ongoing general advice via blog posts, and full portfolio management with tailored advice. Services are delivered through Squarespace, Zoom, and Schwab. KCM focuses on empowering self-reliant wealth-building for working-class millennials.
Assets Under Management$550K
Clients11
Advisors1
Avg. per Client$50K
Avg. per Advisor$550K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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