Kingsview Wealth Management, LLC
Assets Under Management
$6.7B
Number of Clients
10,049
Number of Advisors
111
Average Client AUM
$671K
AUM per Advisor
$60.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Kingsview Wealth Management offers wealth management, financial planning, and asset management services through IARs and Kingsview Investment Management (KIM). Services include financial planning, reporting, consulting, and investment advice to various client types. KIM provides investment strategies through registered investment companies, models, and separately managed accounts.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and are set at the discretion of the KWM IAR providing services. This fee is exclusive of a KIM model fee, underlying investment fees or any third-party money manager fee.
Fee Estimator
Wealth management fees are negotiable and capped at 2.50% annually, inclusive of any KIM asset management fees. The standard wealth management fee schedule is 1.50% on the first $250,000, 1.00% on the next $750,000, and 0.75% on amounts over $1,000,000. KIM model fees vary by model. Financial planning fees range from $0 to $25,000 and are negotiable. Ongoing investment consulting fees range from $500 to $12,500 per quarter. An accounting fee of up to $15 per quarter or $5 per month is also charged.
Areas of Practice
Location
509 SE 7th Street, 2nd Floor, Grants Pass, OR, 97526