King Wealth Management Group, LLC

King Wealth Management Group LLC is an SEC registered investment adviser offering investment management and financial planning services. Established in February 2012, the firm is owned by Lawrence E. King and manages over $931 million in assets as of December 31, 2024. The firm provides tailored financial planning services covering retirement, estate planning, wealth transfer, and more. Investment strategies primarily involve individual equity and debt securities, ETFs, and, to a lesser extent, mutual funds and commodities. King Wealth Management charges an annual investment management fee of up to 1.50%, with a minimum annual fee of $500. Financial planning fees range from $2,500 to $10,000. The firm may negotiate fees based on various criteria. Clients are advised on risk tolerance and investment needs, with the firm exercising investment discretion over client accounts. King Wealth Management does not engage in performance-based fees and does not vote proxies on behalf of clients. The firm receives no compensation for client referrals and does not have any disciplinary information to disclose. Clients are encouraged to compare account statements from the firm with those from the custodian. King Wealth Management has procedures in place to ensure client funds and securities are held at a qualified custodian.