Kingsman Wealth Management INC.

Fee-Only (% of Portfolio)

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.

Assets Under Management$230M
Clients216
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$120M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

2 Advisors at this firm

Kingsman Wealth Management INC. | TrueAdvisor