Our clients find substantial value in our services.

Annual advisory fees for investment and financial planning services range from 1.5% to 0.70%, based on total household assets managed by KING. The average fee is 1.0%. Clients requesting only financial planning services pay an hourly fee, with total hours based on the scope of planning services required.*

Besides our services provided by a Certified Financial Planner™ , KING WMS clients benefit in cost savings by:

• Reduced investment costs through discount brokers
  • no-load or load-waived mutual funds
  • significantly lower investment expenses and trading costs
• Access to institutional managers and mutual funds not available to the retail investor
• Ongoing financial planning services are included in the advisory fee. Most advisors charge separately for financial planning services. (If only investment advisory services are requested, fees will be reduced.)

Recommendation for the appropriate plan(s) will be based on your financial goals

Financial Planning Services include:

• retirement planning analysis
• portfolio review and asset allocation recommendations
• college education funding
• lump sum distribution and stock option analysis
• statement of net worth and current cash flow
• life and disability insurance analysis
• estate and trust analysis - other specialty plans

* For details and asset management minimums, you may request KING’s Wealth Management Services Fee Schedule. KING does not provide legal, tax, or insurance advice. Financial planning and investment advisory fees may be tax deductible subject to IRS limitations. Consult with your tax advisor to determine if this applies to your situation.