King Wealth Management provides investment management and financial planning services. Financial planning covers retirement, estate, tax, and insurance planning. Investment strategies involve individual stocks and bonds, and exchange-traded funds. King Wealth Management tailors its advice to each client's individual needs and goals.
Assets Under Management$1.1B
Clients719
Advisors8
Avg. per Client$1.5M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
King Wealth Management charges a percentage of the assets they manage for investment management services. The annual fee is a maximum of 1.50%, and is negotiable. King Wealth Management may also charge a fixed fee for investment management services, which will be negotiated between King Wealth Management and the client. All accounts are subject to a minimum annual management fee of $500.00, which may be waived.
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