Assets Under Management
$6.7B
Number of Clients
10,049
Number of Advisors
111
Average Client AUM
$671K
AUM per Advisor
$60.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Kingsview Wealth Management (KWM) offers wealth management, financial planning, and asset management services. They provide holistic solutions through Investment Adviser Representatives (IARs) and in-house asset management team, Kingsview Investment Management (KIM). KWM also provides access to third-party managers and alternative investment products.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $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.
509 SE 7th Street, 2nd Floor, Grants Pass, OR, 97526