Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$373,647,851
Total clients
407
26% high-net worth
Total advisors
5
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
81
Average account size
$918,054
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.
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.
Kingsmark Private Financial Advisors, LLC
601 Pointe North Boulevard
Albany GA 31721, United States
Number of offices
1
CFP®, Series 66
Albany, GA
Kingsmark Private Financial Advisors, LLC
Series 65
Albany, GA
Kingsmark Private Financial Advisors, LLC
CFP®, ChFC®, Series 63, Series 65
Albany, GA
Kingsmark Private Financial Advisors, LLC
Series 66
Albany, GA
Kingsmark Private Financial Advisors, LLC
CFP®, Series 66
Albany, GA
Kingsmark Private Financial Advisors, LLC
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