Kingsview Wealth Management (KWM) offers wealth management, financial planning, and asset management services. Through Investment Advisor Representatives (IARs), KWM provides financial planning, reporting, consulting, and investment advice to individuals, pension plans, trusts, estates, charitable organizations, corporations, and business entities. KWM also has an internal portfolio management group known as Kingsview Investment Management (KIM). KWM clients utilizing asset management services provided by KIM will incur charges in addition to the KWM advisory fee.
Fee Structure
Kingsview Wealth Management's annual advisory fee for wealth and asset management services is negotiable and capped at 2.50% annually, inclusive of any asset management fees charged by Kingsview Investment Management (KIM). The standard wealth management fee schedule is:
- First $250,000 – 1.50% annually
- Next $750,000 – 1.00% annually
- Any amount over $1,000,000 – 0.75% annually
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.