Kingsly Capital offers portfolio management services based on individual client goals and risk tolerance. Kingsly creates investment plans and manages client portfolios with discretionary authority. Kingsly also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. Kingsly may also act as a subadvisor to other advisors.
Assets Under Management$66K
Clients1
Advisors1
Avg. per Client$66K
Avg. per Advisor$66K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.0M | 1.30% |
| $1M+ | 1.00% |
Fees are generally negotiable. Qualified clients may pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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