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risk",{"type":892,"content":1125},[1126],{"type":18,"attrs":1127,"content":1128},{"textAlign":34},[1129,1133],{"text":1130,"type":22,"marks":1131},"Long-term investment focus",[1132],{"type":38},{"text":1134,"type":22}," with disciplined, research-based decision making",{"type":892,"content":1136},[1137],{"type":18,"attrs":1138,"content":1139},{"textAlign":34},[1140,1144],{"text":1141,"type":22,"marks":1142},"Goal-based and holistic approach",[1143],{"type":38},{"text":1145,"type":22}," integrated with financial planning","Investing strategy",{"_uid":1148,"text":1149,"title":1217,"component":1062},"46c0800f-131d-4013-97d2-4a50ef880eb0",{"type":15,"content":1150},[1151],{"type":889,"content":1152},[1153,1169,1185,1201],{"type":892,"content":1154},[1155],{"type":18,"attrs":1156,"content":1157},{"textAlign":34},[1158,1164],{"text":1159,"type":22,"marks":1160},"Advisor-led, personalized wealth management:",[1161,1163],{"type":129,"attrs":1162},{"color":773},{"type":38},{"text":1165,"type":22,"marks":1166}," Services are delivered through human advisors, not robo-advisors or self-service, offering expert financial planning and investment management advice.",[1167],{"type":129,"attrs":1168},{"color":773},{"type":892,"content":1170},[1171],{"type":18,"attrs":1172,"content":1173},{"textAlign":34},[1174,1180],{"text":1175,"type":22,"marks":1176},"Access to KIM Investment Management:",[1177,1179],{"type":129,"attrs":1178},{"color":773},{"type":38},{"text":1181,"type":22,"marks":1182}," Kingsview Investment Management (KIM) offers professionally managed model portfolios and investment strategies, providing a structured investment framework beyond basic advisory services.",[1183],{"type":129,"attrs":1184},{"color":773},{"type":892,"content":1186},[1187],{"type":18,"attrs":1188,"content":1189},{"textAlign":34},[1190,1196],{"text":1191,"type":22,"marks":1192},"Comprehensive planning capabilities: ",[1193,1195],{"type":129,"attrs":1194},{"color":773},{"type":38},{"text":1197,"type":22,"marks":1198},"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.",[1199],{"type":129,"attrs":1200},{"color":773},{"type":892,"content":1202},[1203],{"type":18,"attrs":1204,"content":1205},{"textAlign":34},[1206,1212],{"text":1207,"type":22,"marks":1208},"Supports a broad range of client types:",[1209,1211],{"type":129,"attrs":1210},{"color":773},{"type":38},{"text":1213,"type":22,"marks":1214}," 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 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The variability and number of fee categories may feel complex for investors who want a simpler, more predictable pricing model",[1254],{"type":129,"attrs":1255},{"color":773},{"type":892,"content":1257},[1258],{"type":18,"attrs":1259,"content":1260},{"textAlign":34},[1261,1267],{"text":1262,"type":22,"marks":1263},"Client experience varies by advisor: ",[1264,1266],{"type":129,"attrs":1265},{"color":773},{"type":38},{"text":1268,"type":22,"marks":1269},"As services are delivered through individual advisors, communication style, planning depth, and portfolio approach may differ among advisors.",[1270],{"type":129,"attrs":1271},{"color":773},{"type":892,"content":1273},[1274],{"type":18,"attrs":1275,"content":1276},{"textAlign":34},[1277,1283],{"text":1278,"type":22,"marks":1279},"Fee structure introduces potential conflicts of interest:",[1280,1282],{"type":129,"attrs":1281},{"color":773},{"type":38},{"text":1284,"type":22,"marks":1285}," 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.",[1286],{"type":129,"attrs":1287},{"color":773},"Cons",{"_uid":1290,"text":1291,"title":1359,"component":1062},"30b531f9-7107-40c1-b2ae-342f3170df8b",{"type":15,"content":1292},[1293],{"type":889,"content":1294},[1295,1311,1327,1343],{"type":892,"content":1296},[1297],{"type":18,"attrs":1298,"content":1299},{"textAlign":34},[1300,1306],{"text":1301,"type":22,"marks":1302},"Investors who prefer advisor-directed portfolio management:",[1303,1305],{"type":129,"attrs":1304},{"color":773},{"type":38},{"text":1307,"type":22,"marks":1308}," 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.",[1309],{"type":129,"attrs":1310},{"color":773},{"type":892,"content":1312},[1313],{"type":18,"attrs":1314,"content":1315},{"textAlign":34},[1316,1322],{"text":1317,"type":22,"marks":1318},"Clients who prioritize individualized interaction with an advisor: ",[1319,1321],{"type":129,"attrs":1320},{"color":773},{"type":38},{"text":1323,"type":22,"marks":1324},"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.",[1325],{"type":129,"attrs":1326},{"color":773},{"type":892,"content":1328},[1329],{"type":18,"attrs":1330,"content":1331},{"textAlign":34},[1332,1338],{"text":1333,"type":22,"marks":1334},"Investors with multi-account or entity-based financial structures: ",[1335,1337],{"type":129,"attrs":1336},{"color":773},{"type":38},{"text":1339,"type":22,"marks":1340},"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.",[1341],{"type":129,"attrs":1342},{"color":773},{"type":892,"content":1344},[1345],{"type":18,"attrs":1346,"content":1347},{"textAlign":34},[1348,1354],{"text":1349,"type":22,"marks":1350},"Investors who meet or exceed the required minimums: ",[1351,1353],{"type":129,"attrs":1352},{"color":773},{"type":38},{"text":1355,"type":22,"marks":1356},"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.",[1357],{"type":129,"attrs":1358},{"color":773},"Who is Kingsview Partners best for?",{"id":1361,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1362,"copyright":12,"fieldtype":1363,"meta_data":1364,"is_external_url":543},138884482260248,"https://a.storyblok.com/f/185166/225x225/13d1c76c4e/kingsview-partners-review.png","asset",{},"Kingsview Partners","https://v2.unbiased.com/inquiry/financial-advisor/primary-areas","Match with an advisor ","company-summary-box","Kingsview Partners provides an advisor-led wealth management service focused on the ongoing management of client assets. ","Not sure if Kingsview suits your needs? Let Unbiased find a financial advisor that does",{"_uid":1372,"data":1373,"component":815},"af2d019d-6b4d-4910-9902-b7839489e173",{"type":15,"content":1374},[1375,1384,1392,1400,1408,1418,1476,1485,1543,1552,1560,1568],{"type":764,"attrs":1376,"content":1377},{"level":766,"textAlign":34},[1378],{"text":1379,"type":22,"marks":1380},"What are the pros and cons of Kingsview Partners?",[1381,1383],{"type":129,"attrs":1382},{"color":773},{"type":38},{"type":18,"attrs":1385,"content":1386},{"textAlign":34},[1387],{"text":1388,"type":22,"marks":1389},"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. ",[1390],{"type":129,"attrs":1391},{"color":773},{"type":18,"attrs":1393,"content":1394},{"textAlign":34},[1395],{"text":1396,"type":22,"marks":1397},"However, Kingsview may not be the best match for investors seeking digital automation, standardized portfolios, or a self-directed platform with hands-on control.",[1398],{"type":129,"attrs":1399},{"color":773},{"type":18,"attrs":1401,"content":1402},{"textAlign":34},[1403],{"text":1404,"type":22,"marks":1405},"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. ",[1406],{"type":129,"attrs":1407},{"color":773},{"type":764,"attrs":1409,"content":1411},{"level":1410,"textAlign":34},3,[1412],{"text":1413,"type":22,"marks":1414},"Pros of Kingsview Partners:",[1415,1417],{"type":129,"attrs":1416},{"color":773},{"type":38},{"type":889,"content":1419},[1420,1434,1448,1462],{"type":892,"content":1421},[1422],{"type":18,"attrs":1423,"content":1424},{"textAlign":34},[1425,1430],{"text":1159,"type":22,"marks":1426},[1427,1429],{"type":129,"attrs":1428},{"color":773},{"type":38},{"text":1165,"type":22,"marks":1431},[1432],{"type":129,"attrs":1433},{"color":773},{"type":892,"content":1435},[1436],{"type":18,"attrs":1437,"content":1438},{"textAlign":34},[1439,1444],{"text":1175,"type":22,"marks":1440},[1441,1443],{"type":129,"attrs":1442},{"color":773},{"type":38},{"text":1181,"type":22,"marks":1445},[1446],{"type":129,"attrs":1447},{"color":773},{"type":892,"content":1449},[1450],{"type":18,"attrs":1451,"content":1452},{"textAlign":34},[1453,1458],{"text":1191,"type":22,"marks":1454},[1455,1457],{"type":129,"attrs":1456},{"color":773},{"type":38},{"text":1197,"type":22,"marks":1459},[1460],{"type":129,"attrs":1461},{"color":773},{"type":892,"content":1463},[1464],{"type":18,"attrs":1465,"content":1466},{"textAlign":34},[1467,1472],{"text":1207,"type":22,"marks":1468},[1469,1471],{"type":129,"attrs":1470},{"color":773},{"type":38},{"text":1213,"type":22,"marks":1473},[1474],{"type":129,"attrs":1475},{"color":773},{"type":764,"attrs":1477,"content":1478},{"level":1410,"textAlign":34},[1479],{"text":1480,"type":22,"marks":1481},"Cons of Kingsview Partners:",[1482,1484],{"type":129,"attrs":1483},{"color":773},{"type":38},{"type":889,"content":1486},[1487,1501,1515,1529],{"type":892,"content":1488},[1489],{"type":18,"attrs":1490,"content":1491},{"textAlign":34},[1492,1497],{"text":1230,"type":22,"marks":1493},[1494,1496],{"type":129,"attrs":1495},{"color":773},{"type":38},{"text":1236,"type":22,"marks":1498},[1499],{"type":129,"attrs":1500},{"color":773},{"type":892,"content":1502},[1503],{"type":18,"attrs":1504,"content":1505},{"textAlign":34},[1506,1511],{"text":1246,"type":22,"marks":1507},[1508,1510],{"type":129,"attrs":1509},{"color":773},{"type":38},{"text":1252,"type":22,"marks":1512},[1513],{"type":129,"attrs":1514},{"color":773},{"type":892,"content":1516},[1517],{"type":18,"attrs":1518,"content":1519},{"textAlign":34},[1520,1525],{"text":1262,"type":22,"marks":1521},[1522,1524],{"type":129,"attrs":1523},{"color":773},{"type":38},{"text":1268,"type":22,"marks":1526},[1527],{"type":129,"attrs":1528},{"color":773},{"type":892,"content":1530},[1531],{"type":18,"attrs":1532,"content":1533},{"textAlign":34},[1534,1539],{"text":1278,"type":22,"marks":1535},[1536,1538],{"type":129,"attrs":1537},{"color":773},{"type":38},{"text":1284,"type":22,"marks":1540},[1541],{"type":129,"attrs":1542},{"color":773},{"type":764,"attrs":1544,"content":1545},{"level":766,"textAlign":34},[1546],{"text":1547,"type":22,"marks":1548},"Kingsview Partners fees: How much does Kingsview Partners cost?",[1549,1551],{"type":129,"attrs":1550},{"color":773},{"type":38},{"type":18,"attrs":1553,"content":1554},{"textAlign":34},[1555],{"text":1556,"type":22,"marks":1557},"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. ",[1558],{"type":129,"attrs":1559},{"color":773},{"type":18,"attrs":1561,"content":1562},{"textAlign":34},[1563],{"text":1564,"type":22,"marks":1565},"Below is a breakdown of the key fees for Kingsview’s services.",[1566],{"type":129,"attrs":1567},{"color":773},{"type":18,"attrs":1569,"content":1570},{"textAlign":34},[1571],{"text":1572,"type":22,"marks":1573},"KWM standard wealth management fee 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tier\tAnnual fee",{"type":18,"attrs":1606,"content":1607},{"textAlign":34},[1608],{"text":1609,"type":22},"First $250,000\t1.50%",{"type":18,"attrs":1611,"content":1612},{"textAlign":34},[1613],{"text":1614,"type":22},"Next $750,000\t1.00%",{"type":18,"attrs":1616,"content":1617},{"textAlign":34},[1618],{"text":1619,"type":22},"Over $1,000,000\t0.75%","10",{"_uid":1622,"data":1623,"component":815},"eca3f6e9-d053-4709-87b2-80b8caa53e04",{"type":15,"content":1624},[1625,1633,1655,1664],{"type":18,"attrs":1626,"content":1627},{"textAlign":34},[1628],{"text":1629,"type":22,"marks":1630},"Additional details:",[1631],{"type":129,"attrs":1632},{"color":773},{"type":889,"content":1634},[1635,1645],{"type":892,"content":1636},[1637],{"type":18,"attrs":1638,"content":1639},{"textAlign":34},[1640],{"text":1641,"type":22,"marks":1642},"Fees are billed monthly or quarterly, in advance or arrears, depending on the agreement.",[1643],{"type":129,"attrs":1644},{"color":773},{"type":892,"content":1646},[1647],{"type":18,"attrs":1648,"content":1649},{"textAlign":34},[1650],{"text":1651,"type":22,"marks":1652},"Wealth management fees cannot exceed 2.50% annually, inclusive of KWM asset-management fees.",[1653],{"type":129,"attrs":1654},{"color":773},{"type":764,"attrs":1656,"content":1657},{"level":1410,"textAlign":34},[1658],{"text":1659,"type":22,"marks":1660},"KIM asset management model fees:",[1661,1663],{"type":129,"attrs":1662},{"color":773},{"type":38},{"type":18,"attrs":1665,"content":1666},{"textAlign":34},[1667],{"text":1668,"type":22,"marks":1669},"These are the fees for the firm’s KIM CORE & Small Account Models.",[1670],{"type":129,"attrs":1671},{"color":773},{"_uid":1673,"caption":12,"content":1674,"component":1597,"show_search":543,"paste_content":1688,"number_of_rows":1620,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"2355b166-34d0-4b56-af97-6c21def62988",{"tbody":1675,"thead":1683,"fieldtype":1596},[1676],{"_uid":1677,"body":1678,"component":1589},"3b2c6514-a22e-4a86-bc69-6a28661c8c5b",[1679,1681],{"_uid":1680,"value":12,"component":1586},"f8b9b797-741c-413c-afdb-b35734293fbf",{"_uid":1682,"value":12,"component":1586},"259161c0-5cd6-447c-bfab-32fcec12e0ff",[1684,1686],{"_uid":1685,"value":12,"component":1593},"ab4f87a6-785b-4b1d-8aec-37a7af40c150",{"_uid":1687,"value":12,"component":1593},"95c7f9c9-b558-420c-a631-e1a56f8319fc",{"type":15,"content":1689},[1690,1694,1699,1704],{"type":18,"attrs":1691,"content":1692},{"textAlign":34},[1693],{"text":1604,"type":22},{"type":18,"attrs":1695,"content":1696},{"textAlign":34},[1697],{"text":1698,"type":22},"First 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This is not uncommon and aligns Kingsview with other advisory services.",[1997],{"type":129,"attrs":1998},{"color":773},{"type":18,"attrs":2000,"content":2001},{"textAlign":34},[2002],{"text":2003,"type":22,"marks":2004},"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. ",[2005],{"type":129,"attrs":2006},{"color":773},{"type":18,"attrs":2008,"content":2009},{"textAlign":34},[2010],{"text":2011,"type":22,"marks":2012},"Kingsview may waive the minimum in certain circumstances. ",[2013],{"type":129,"attrs":2014},{"color":773},{"type":18,"attrs":2016,"content":2017},{"textAlign":34},[2018],{"text":2019,"type":22,"marks":2020},"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.",[2021],{"type":129,"attrs":2022},{"color":773},{"type":764,"attrs":2024,"content":2025},{"level":766,"textAlign":34},[2026],{"text":2027,"type":22,"marks":2028},"Who should choose Kingsview Partners?",[2029,2031],{"type":129,"attrs":2030},{"color":773},{"type":38},{"type":18,"attrs":2033,"content":2034},{"textAlign":34},[2035],{"text":2036,"type":22,"marks":2037},"Kingsview Partners is suited for investors who prefer a traditional, advisor-led wealth management relationship rather than an automated or self-directed investing model. ",[2038],{"type":129,"attrs":2039},{"color":773},{"type":18,"attrs":2041,"content":2042},{"textAlign":34},[2043],{"text":2044,"type":22,"marks":2045},"Kingsview Partners works well 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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.",[2220],{"type":129,"attrs":2221},{"color":773},{"type":764,"attrs":2223,"content":2224},{"level":766,"textAlign":34},[2225],{"text":2226,"type":22,"marks":2227},"Kingsview Partners: Mobile app",[2228,2230],{"type":129,"attrs":2229},{"color":773},{"type":38},{"type":18,"attrs":2232,"content":2233},{"textAlign":34},[2234],{"text":2235,"type":22,"marks":2236},"Kingsview Partners offers a client mobile app that serves as a companion tool for existing advisory clients, rather than a standalone investing platform.",[2237],{"type":129,"attrs":2238},{"color":773},{"type":18,"attrs":2240,"content":2241},{"textAlign":34},[2242],{"text":2243,"type":22,"marks":2244},"The app allows clients to view Kingsview-managed assets, review performance reports, and access their financial plan in one place. 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