TrueAdvisor
TrueAdvisor
AW
AW

Arthur Christopher Walsh

Kingsview Wealth Management, LLC
13 Years of Experience
1 Disclosure
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Kingsview Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
111 advisors
Number of Clients
10,049 clients
Average Client Portfolio
$671K average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:$25K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.00%
$1M+0.75%

Fees are negotiable and are set at the discretion of the KWM IAR providing services. This fee is exclusive of a KIM model fee, underlying investment fees or any third-party money manager fee.

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

Location

509 SE 7th Street, 2nd Floor, Grants Pass, OR, 97526

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2025
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Arthur is the owner of Walsh Wealth Services LLC, established in March 2025, for tax and compensation purposes. He dedicates minimal time to this activity.

Employment History
Current Registrations
Kingsview Wealth Management, LLC
May 2025 - Present · 9 mos
Previous Registrations
Edward Jones
July 2012 - March 2025 · 12 yrs 8 mos
Edward JonesBroker
April 2012 - March 2025 · 12 yrs 11 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.