King Wealth Management Group

Wealth Management Firm in Saratoga County, NY

Firm Info
Address: 270 W Circular St #1, Saratoga Springs, NY 12866, USA
Phone: (518) 306-5640

Firm Size
Assets Under Management: $726.2 million
# of Advisors: 7
# of Clients: 1,576
Client to Advisor Ratio: 225:1
Average Account Size: $460,762
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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King Wealth Management Group, LLC Overview

King Wealth Management Group, LLC is a financial advisory firm that has been in the business of providing top-notch investment advice since 2012. Based in the vibrant city of Naples, FL, the firm has positioned itself to offer excellent services to clients who seek assistance in managing their wealth. One of the unique features of the King Wealth Management Group is their fee arrangement. They offer a fee-only basis that ensures clients receive impartial advice without any conflict of interest. This type of arrangement ensures that clients are protected from any bias and receive objective investment advice. The firm specializes in delivering investment advice to a diverse range of clients. They focus on offering financial planning, portfolio management for individuals and small businesses, as well as portfolio management for businesses or institutional clients. Additionally, they also offer selection assistance to other advisors. With a proven track record and experience accumulated over several years, the King Wealth Management Group has become a trusted source of investment advice. By offering comprehensive financial planning and portfolio management services, they position themselves as a go-to choice for clients looking to manage their wealth and plan their financial future with confidence.

KING WEALTH MANAGEMENT GROUP, LLC serves a diverse clientele consisting of individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. The firm offers tailored financial planning and investment management services to each client, ensuring their unique needs and investment objectives are met. Clients are provided with expert advice and guidance to help them navigate the constantly evolving financial landscape. When it comes to fee structures, KING WEALTH MANAGEMENT GROUP, LLC offers different options depending on the service provided. Clients are given the choice of paying a percentage of assets under management (AUM) or fixed fees. The percentage of AUM is a fee charged on the total assets managed by the firm, and this percentage typically varies based on the size of the account. Fixed fees, on the other hand, are a set amount charged for specific services provided by the firm. Clients can choose the option that best fits their individual needs and budget. With clear and transparent fee structures, clients can rest assured that they are receiving quality and trustworthy investment advice without any hidden costs.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of King Wealth Management Group, LLC, the firm has an investment minimum of $500,000 for their discretionary investment management services. The brochure states, "Our minimum account size for our discretionary investment management services is generally $500,000." Therefore, clients who want to avail of their investment management services must be willing to meet the minimum investment requirement of $500,000. It is worth noting that the firm does not mention any investment minimum for their other services in their Part 2 Brochure.

How This Office Can Help Saratoga County, NY Residents

King Wealth Management Group is a financial planning and investment management firm that assists clients in Saratoga County, NY, in achieving their financial goals. The firm is dedicated to creating customized solutions tailored to each client's unique financial situation, whether they are just starting their careers or are nearing retirement. Clients in Saratoga County, NY, may face various financial situations, such as planning for their children's education, saving for retirement, or managing their assets after a divorce. In addition, many clients may own businesses or real estate in the area and may need assistance with managing their assets. King Wealth Management Group offers a range of financial planning services, including retirement planning, estate planning, tax planning, cash flow management, and investment management. With its experienced team of financial advisors, King Wealth Management Group aims to provide clients in Saratoga County, NY, with personalized support and guidance to help them achieve their financial goals.

To view the Minimum Investment and Fee Schedule for King Wealth Management Group, LLC, visit their Part 2 Brochure.

Services Offered by King Wealth Management Group, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by King Wealth Management Group, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 270 W Circular St #1, Saratoga Springs, NY 12866, USA
Phone (518) 306-5640
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 999 VANDERBILT BEACH ROAD, SUITE 200, NAPLES, FL 34108, United States

This firm has no other locations.

State Registrations

King Wealth Management Group, LLC is registered to service clients in the following states:

  • California
  • Colorado
  • Connecticut
  • Florida
  • Illinois
  • Maryland
  • Massachusetts
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Oregon
  • Pennsylvania
  • South Carolina
  • Texas
  • Vermont
  • Virginia

Disciplinary History

King Wealth Management Group, LLC does not have any disclosures. Please visit it's Form ADV for more details.