KG
CFA
KG
CFA

Kingshook Ghosh

15 Years of Experience
Canton, MI
1 Disclosure

Kingshook Ghosh is a CFA-designated registered investment advisor at Usaworld Capital LLC, based in Canton, MI, with 15 years of industry experience. Kingshook operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 47 clients with $4.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
47 clients
Average Client Portfolio
$105K average
Assets Under Management
$4.9M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Individual Regular 401k accounts are charged 0.75% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Canton, MI

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History

Regulatory History (1)
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Regulatory
August 2008
Final
Other Business Activities

Kingshook is an owner and the Chief Investment Officer of USAWorld Capital LLC, an investment advisory firm. He works in both his sole proprietor firm and USAWorld Capital interchangeably, dedicating full-time hours to these activities.

Employment History
Current Registrations
Usaworld Capital LLC
April 2010 - Present · 16 yrs
Previous Registrations
Ghosh, Kingshook
April 2010 - December 2011 · 1 yr 8 mos
State Registrations1 state
MI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.