King Financial Investments offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. KFI creates an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. KFI primarily recommends ETFs and mutual funds, but may use other securities to diversify portfolios. KFI requires authority to make trades without asking first. KFI does not participate in wrap fee programs.
Assets Under Management$38M
Clients28
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $550K | 1.08% |
| $550K - $1.1M | 0.80% |
| $1.1M+ | 0.60% |
Clients with assets under management of $250,000 or less will not exceed 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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