Kingsley Financial LLC (KF) offers financial planning and investment management services. KF works with clients to develop financial plans and manage investment portfolios based on their individual needs and goals. KF is a fee-only firm, meaning it only receives compensation from clients for its services. KF may recommend third-party professionals, but does not receive compensation from them.
Fee Structure
Kingsley Financial LLC (KF) offers investment management services where they manage your investments based on your goals and risk tolerance. The annual fee ranges from 0.50% to 0.85% of the value of your portfolio, depending on your specific needs and the complexity of your situation. The fee is calculated monthly based on the value of your account on the last day of the billing period.