Advisor at Kingsmark Private Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kingsmark Private Financial Advisors, LLC
Location
Albany, GA 31721
Credentials
Series 65
Industry experience
2 years
Fixed fees for financial planning or consultations, generally not exceeding $10,000.
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.10% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $4,000,000: 0.70% $4,000,000+: 0.50%
Some representatives are licensed insurance agents and may earn commissions from insurance product sales.
Hourly fees up to $300 per hour, typically billed in 5-minute increments for financial planning and consultation services.
Account minimum: No formal minimum investment amount requirements; however, KingsMark may decline to manage an account at its discretion if the value is too small to be efficient or effective. Minimum fee: Minimum fee of $250 for financial plans charged as a fixed fee. Fee-only: Financial planning and consultation services offered as fixed fees up to $10,000 and hourly fees up to $300 per hour.
KingsMark Private Financial Advisors
2023 - Present (3 years)
University of Georgia
2021 - 2023 (2 years)
University of North Georgia
2019 - 2021 (2 years)
Unemployed
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Leesburg, GA
Edward Jones
Series 63, Series 65, Series 66
Leesburg, GA
Integrity Dynamic Investments LLC
CFP®, Series 63
Albany, GA
The Jenkins Group
Series 63, Series 65
Albany, GA
The Jenkins Group
Series 66
Albany, GA
The Jenkins Group
CFP®, Series 66
Albany, GA
Kingsmark Private Financial Advisors, LLC
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