Kingdom Wealth Advisers is an investment advisory firm based in Gilbert, Arizona, founded by Nicholas Lombardozzi. The firm builds customized investment portfolios using modern portfolio theory and passive investing strategies, focusing on long-term growth. Services include ongoing portfolio management, asset allocation, and individual financial planning covering areas like retirement, taxes, insurance, and debt management. Kingdom Wealth Advisers tailors its approach to each client's specific goals, risk tolerance, and time horizon, and operates under a legal obligation to act in your best interest when advising on retirement and individual retirement accounts. The firm does not require a minimum account size to begin working together.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are generally negotiable.