Kingsley Financial

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Assets Under Management

$4.2M

Number of Clients

Number of Advisors

Average Client AUM

$380K

AUM per Advisor

$4.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Kingsley Financial LLC provides comprehensive financial planning and investment management services. They work with clients to develop and implement financial plans, monitor progress, and provide ongoing investment advice. They primarily advise on stocks, bonds, mutual funds, and ETFs.

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Financial Plan Fee:$3,600 - $20,000

Hourly Rate:$500/hr

Comprehensive financial planning services are offered for an annual fixed fee ranging from $3,600 to $20,000, paid monthly in advance. Hourly financial planning is available at a rate of $500 per hour. Investment management services range from 0.50% to 0.85% annually, based on the client's specific needs and complexity, paid monthly in arrears. Fees are negotiable and outlined in the advisory contract.

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Areas of Practice

Financial Planning & CoachingInvestment Management

Location

SC, United States

1 Advisors at this firm

CFP