Kingdom Capital Advisors (KCA) provides investment management services, focusing on identifying undervalued small and micro-cap stocks. KCA develops an Investment Policy Statement with each client, outlining their financial situation and goals. KCA does not tailor its investment strategy to individual client needs, requiring clients to accept the risks associated with its concentrated investment approach. KCA manages portfolios with discretion, making trades without prior client approval.
Assets Under Management$23M
Clients71
Advisors2
Avg. per Client$320K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients can pay 1.00% of assets annually, plus 20.00% of returns exceeding the Russell 2000 TR index.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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