Advisor at Kingsmore Wealth Management, LLC
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Location
Union, SC
Credentials
Series 63
Industry experience
41 years
Karmen Kingsmore is the sole advisor at Kingsmore Wealth Management, LLC, an independent firm based in Union, South Carolina. He holds a Series 63 designation and has 41 years of experience in the financial industry, including prior roles at Kovack Advisors, Inc. and Kovack Securities Inc. Outside of his advisory work, Kingsmore is actively involved with the Clemson University Tiger Band Association, serving as vice president and chairman of the annual homecoming alumni committee. Kingsmore Wealth Management serves individuals, including high-net-worth clients, and business entities by providing financial planning, estate planning, and adviser selection services. The firm offers non-discretionary investment recommendations based on modern portfolio theory and refers clients to third-party managers for portfolio management.
Based on Kingsmore Wealth Management, LLC
Based on Kingsmore Wealth Management, LLC
Financial planning fixed fees between $500 and $10,000
$200 to $500 per hour for financial planning services
Fee-only: Financial planning fixed fees negotiated between $500 and $10,000; hourly fees negotiated between $200 and $500 per hour
Union, SC
Georgia · South Carolina
Kingsmore Wealth Management, LLC
2021 - Present (5 years)
Kovack Advisors, inc.
2015 - 2021 (6 years)
Kovack Securities Inc.
2014 - 2021 (7 years)
Kingsmore & Associates
1993 - 2021 (28 years)
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