Kingdom Financial, LLC offers investment management and financial planning services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Planning is offered on an ongoing or project basis. Kingdom Financial does not participate in wrap fee programs and manages client accounts with discretion.
Assets Under Management$6.3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$6.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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