As of December 31, 2024, the firm manages over $6.7 billion in client assets.
The firm provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, registered investment companies, endowments, trusts, and small businesses.
Portfolio management is handled by a professional advisor, with accounts typically managed on a discretionary basis, meaning day-to-day investment decisions are made by the advisor but always follow the strategy agreed by the client.
In addition to managing investment portfolios, the firm also provides services such as retirement, estate, tax, insurance, and business planning.
What are the pros and cons of Kingsview Partners?
Kingsview Partners offers a traditional, advisor-led investment management service, making it fit for clients who prefer a personalized relationship and want to delegate day-to-day investment decisions to a professional.
However, Kingsview may not be the best match for investors seeking digital automation, standardized portfolios, or a self-directed platform with hands-on control.
When deciding on a financial advisor, it’s wise to go through the pros and cons of each firm before making a decision. Here are some of the key advantages and drawbacks to get you started.
Pros of Kingsview Partners:
Advisor-led, personalized wealth management: Services are delivered through human advisors, not robo-advisors or self-service, offering expert financial planning and investment management advice.
Access to KIM Investment Management: Kingsview Investment Management (KIM) offers professionally managed model portfolios and investment strategies, providing a structured investment framework beyond basic advisory services.
Comprehensive planning capabilities: The firm’s planning services, including retirement planning, estate considerations, and tax-related planning support, enable advisors to integrate multiple financial needs into a coordinated plan.
Supports a broad range of client types: As mentioned, Kingsview serves individuals, pension and profit-sharing plans, registered investment companies, endowments, trusts, and small businesses, making it useful for clients who need multi-entity advisory support.
Cons of Kingsview Partners:
Minimum account size applies: Kingsview generally requires a $25,000 minimum to open and maintain an advisory account, which may limit accessibility for newer or smaller investors.
Multi-layered and variable fees: Kingsview's fee structure includes wealth management fees, KIM model fees, retirement plan advisory fees, and other service-specific charges. The variability and number of fee categories may feel complex for investors who want a simpler, more predictable pricing model
Client experience varies by advisor: As services are delivered through individual advisors, communication style, planning depth, and portfolio approach may differ among advisors.
Fee structure introduces potential conflicts of interest: Kingsview and its advisors may have financial incentives to recommend products or services, such as certain KIM strategies, that generate higher revenue for the firm.
Kingsview Partners fees: How much does Kingsview Partners cost?
Kingsview Partners charges asset-based advisory fees, with additional costs depending on whether a client uses KIM model portfolios, requests financial planning, or engages ongoing consulting services.
Below is a breakdown of the key fees for Kingsview’s services.
KWM standard wealth management fee schedule:
| Asset tier | Annual fee |
|---|---|
| First $250,000 | 1.50% |
| Next $750,000 | 1.00% |
| Over $1,000,000 | 0.75% |
Additional details:
Fees are billed monthly or quarterly, in advance or arrears, depending on the agreement.
Wealth management fees cannot exceed 2.50% annually, inclusive of KWM asset-management fees.
KIM asset management model fees:
These are the fees for the firm’s KIM CORE & Small Account Models.
| Asset tier | Annual fee |
|---|---|
| First $250,000 | 0.25% |
| Next $750,000 | 0.20% |
| Over $1,000,000 | 0.15% |
KIM Multi-Strategy & Tactical Allocation Models (TAM)
0.00% annual fee
Other KIM model strategies:
| Asset tier | Annual fee |
|---|---|
| First $250,000 | 0.60% |
| Next $750,000 | 0.50% |
| Over $1,000,000 | 0.40% |
KIM Asset Protection
1.00% annual fee
Investment strategies and trades initiated by clients
0.50% annual fee
Financial planning fees:
Flat-fee planning can range from $0 to $25,000 amd is negotiable
Hourly planning fees may also apply
Typically, 50% due at signing, remainder due upon completion
Ongoing investment consulting:
$500 to $12,500 per quarter, depending on assets under advisement
Billed quarterly or annually, in advance
Other fees:
Fund expenses (ETFs, mutual funds, private funds)
Custodian fees and transaction charges
Wire fees, transfer taxes, and trade-away costs
What is Kingsview Partners’ minimum account size?
Kingsview minimum requirements by account type：
| Account type | Minimum requirement |
|---|---|
| Standard wealth management account | $25,000 |
| KIM SMA strategies | $5,000 – $500,000 depending on strategy |
Kingsview Partners requires a minimum of $25,000 to open a standard advisory account. This is not uncommon and aligns Kingsview with other advisory services.
For clients using Kingsview Investment Management (KIM) separately managed account strategies, the minimum varies significantly. KIM SMA minimums range from $5,000 to $500,000, depending on the model selected.
Kingsview may waive the minimum in certain circumstances.
Accounts below $25,000 may be accepted if the advisor and client anticipate additional deposits soon. Exceptions also apply to KWM employees, their relatives, and the relatives of existing clients.
Who should choose Kingsview Partners?
Kingsview Partners is suited for investors who prefer a traditional, advisor-led wealth management relationship rather than an automated or self-directed investing model.
Kingsview Partners works well for:
Investors who prefer advisor-directed portfolio management: As Kingsview typically manages accounts on a discretionary basis, the service is more compatible with investors who prefer to delegate day-to-day investment decisions rather than manage their own trades.
Clients who prioritize individualized interaction with an advisor: As clients work with a single advisor, the service is more aligned with investors who expect ongoing, personalized advisor involvement rather than standardized digital processes.
Investors with multi-account or entity-based financial structures: Kingsview’s client base, which includes individuals, trusts, registered investment companies, and small businesses, indicates that the service is structurally capable of addressing more complex or multi-entity arrangements.
Investors who meet or exceed the required minimums: As those wishing to open a standard account require a $25,000 minimum, the service is more accessible to investors already maintaining moderate-to-high asset levels.
Who might not benefit as much:
Investors looking for low-cost or low-minimum entry points: The $25,000 minimum may be restrictive for newer investors or those starting with smaller balances.
Investors who prefer simple, all-in pricing: Kingsview uses multiple fee structures across services, including asset-based advisory fees and hourly financial planning fees, which can make total costs depend on the specific services and strategies used.
Kingsview Partners: Is it secure?
Kingsview is an SEC-registered investment adviser, which places it under regulatory oversight and fiduciary obligations.
Client funds and securities are held by third-party custodians, separating advisory services from asset custody.
Kingsview also provides standard disclosures regarding the handling of client information.
Based on its regulatory status, custody structure, and disclosure practices, the firm meets the baseline requirements for security and client protection expected of a registered investment adviser.
Kingsview Partners: Customer service
Kingsview Partners’ customer service is centered on direct communication with an assigned advisor, making the advisor relationship.
Traditional communication options, such as phone, email, and in-office contact, are available.
Customer service quality is not uniform across the firm. Responsiveness, communication style, and the level of proactive engagement can vary between client relationships, resulting in an experience that depends more on the individual advisor than on standardized service processes.
Kingsview Partners: Mobile app
Kingsview Partners offers a client mobile app that serves as a companion tool for existing advisory clients, rather than a standalone investing platform.
The app allows clients to view Kingsview-managed assets, review performance reports, and access their financial plan in one place. It also supports direct interaction with the assigned Kingsview advisor and provides a secure client vault for storing important documents.
It does not function as a self-directed investing or trading platform.
Is Kingsview Partners worth it?
Whether Kingsview Partners is worth it depends on what you’re looking for as an investor.
Clients who want a professionally managed portfolio and prefer ongoing interaction with a dedicated advisor may find this structure aligned with their expectations.
However, investors seeking low-cost entry points or highly standardized service processes may find Kingsview less suitable.
Those who prefer simple, uniform pricing or a more consistent, platform-based approach may consider alternatives that provide lower minimums and more standardized tools.
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