Kingswood Wealth Advisors, LLC
Assets Under Management
$2.5B
Number of Clients
9,250
Number of Advisors
111
Average Client AUM
$267K
AUM per Advisor
$22.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
KWA provides discretionary and non-discretionary investment management, recommends third-party managers and sub-advisors, offers ERISA plan advisory and financial consultation services. They also manage annuities, 401k plans, REITs, and sponsor a Wrap Program. Clients can impose investment restrictions.
Fee Structure
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.
Areas of Practice
Location
11440 W. Bernardo Court, Suite 300, San Diego, CA, 92127