Kingsly Capital, LLC
Assets Under Management
$66K
Number of Clients
1
Number of Advisors
1
Avg. Portfolio per Client
$66K
Avg. Managed per Advisor
$66K
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Kingsly Capital offers portfolio management tailored to individual client goals and risk tolerance. Kingsly is given authority to make trades without asking first. Kingsly also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. Kingsly also manages Bespoke Managed Accounts (BMAs) and a private fund.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.0M | 1.30% |
| $1M+ | 1.00% |
Fees are generally negotiable. Kingsly may also charge a performance-based fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation for qualified clients.
Fee Estimator
Areas of Practice
Location
15051 N. Kierland Blvd., Suite 301, Scottsdale, AZ, 85254