Kingsview Wealth Management Fees & Minimum

Overview

Headquarters: Grants Pass, OR
Total Firm Assets: $9.0 billion
Average High-Net-Worth Client Portfolio Size: $1.4 million
Stated Minimum Account Size: $25,000

Fee Disclosure

Source: KINGSVIEW ADV PART 2A (2026-10-22) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.50%
$250,001	$1,000,000	1.00%
$1,000,001	and above	0.75%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,250	1.12%
$5 million	$41,250	0.82%
$10 million	$78,750	0.79%
$50 million	$378,750	0.76%
$100 million	$753,750	0.75%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 33.66%
Number of High-Net-Worth Clients: 2,209
Total Client Accounts: 31,932
Discretionary Accounts: 31,791
Non-Discretionary Accounts: 141

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 148107

KINGSVIEW ADV PART 2A (2026-10-22) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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Kingsview Wealth Management, LLC