Kingdom Legacy Advisors (KLA) offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. KLA also provides financial planning consulting services, such as risk assessment, investment planning, and estate planning. KLA provides these services to individuals, high net worth individuals, corporations, and charitable organizations through its Investment Advisory Representatives.
Assets Under Management$200M
Clients223
Advisors1
Avg. per Client$880K
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.70% |
| $2.5M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable and may be lower than the standard fee shown.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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