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Kingsview Wealth Management, LLC

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Total assets under management

$6,745,495,357

More info

Total clients

9,965

18% high-net worth

Total advisors

95

of 225 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

105

Average account size

$676,919

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Financial planning fees range from $0 to $25,000 and are negotiable; ongoing consulting fees range from $500 to $12,500 per quarter.

Percentage

$0 - $250,000: 1.50% annual fee $250,001 - $1,000,000: 1.00% annual fee $1,000,001+: 0.75% annual fee

Project-based

Financial planning may be charged hourly; specific hourly rate not stated.

Other

Account minimum: $25,000 of assets under management (minimum account size); KIM SMAs minimums vary between $5,000 and $500,000 by strategy; minimums may be waived at discretion

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Kingsview Wealth Management, LLC

509 Se 7 Th Street, 2 Nd Floor

Grants Pass OR 97526, United States

Number of offices

47

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 312-870-6701

Advisors at this firm

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Conan W

Series 66

Grants Pass, OR

Kingsview Wealth Management, LLC

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Trevor G

CFP®, Series 66

Blacksburg, VA

Kingsview Wealth Management, LLC
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Eric C

Series 63, Series 66

Grants Pass, OR

Kingsview Wealth Management, LLC
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Paul S

Series 66

Grants Pass, OR

Kingsview Wealth Management, LLC
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Donald D

Series 63

Fort Wayne, IN

Kingsview Wealth Management, LLC
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Parker B

Series 66

St Paul, MN

Kingsview Wealth Management, LLC
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Ralph B

CFP®, Series 66

Braselton, GA

Kingsview Wealth Management, LLC
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Erick F

Series 63, Series 65

Grants Pass, OR

Kingsview Wealth Management, LLC
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Jonathan M

Series 63, Series 65

Grants Pass, OR

Kingsview Wealth Management, LLC
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Robert P

Series 66

Grants Pass, OR

Kingsview Wealth Management, LLC
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Jeffrey B

Series 65

Grants Pass, OR

Kingsview Wealth Management, LLC
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Michael E

Series 66

Albuquerque, NM

Kingsview Wealth Management, LLC
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Brian G

Series 66

Grants Pass, OR

Kingsview Wealth Management, LLC
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Cory H

CFP®, Series 66

Grants Pass, OR

Kingsview Wealth Management, LLC
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Zane C

Series 66

Waco, TX

Kingsview Wealth Management, LLC
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