Conrad Kenneth Branson

Kingswood Wealth Advisors, LLC

28 Years of Experience

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Firm Information

Kingswood Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

111 advisors

Number of Clients

9,250 clients

Average Client Portfolio

$267K average

Assets Under Management

$2.5B

Fee Structure

Minimum Investment:$100K

Financial Plan Fee:$100 - $3,000

Hourly Rate:Up to $300/hr

Fees for investment management are based on a percentage of assets, up to 2.5% annually, and are negotiable. Financial planning fees are either fixed or hourly (up to $300/hour), depending on the engagement. For accounts below the $100,000 minimum, a $20 quarterly fee is assessed. Clients using third-party managers will not be charged a total combined management fee over 3%. A $50 termination fee may apply.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingHigh Net Worth

Advisor Information

Office location

11440 W. Bernardo Court, Suite 300, San Diego, CA, 92127

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Regulatory History (2)

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Regulatory

August 2022

Final

Customer Dispute

April 2020

Settled

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Other Business Activities

Conrad is a fractional owner of Parlor Bar (DBA Old Town Tap), a restaurant, since 2016. He also serves on the board of directors for Oak Hill School, a non-profit school for Autism, dedicating minimal time to reviewing school operations and finances. Finally, Conrad is president of Birchwood Wealth Advisors, his DBA for Kingswood US, which takes nearly all of his time.