Kingsman Wealth Management provides asset management services, including ongoing supervision of client accounts. They work with clients to determine their financial needs, goals, and risk tolerance to design a personalized investment strategy. As part of their asset management services, they also provide financial planning and consulting services, covering areas like tax planning, retirement planning, and education planning. Kingsman Wealth also offers pension consulting services to employee benefit plans.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.