Promise 1

A Portfolio Built for You

Different investors need different things. Some investors need cash flow. Others require growth. Regardless of the services you choose, at Kingsview we always make sure to consider your needs first. Your individual financial plan and initial portfolio recommendation is just the beginning of our commitment to personalizing the investment process.

Step 2: Personal & Proactive
Promise 2

Personal, Proactive & Educational Client Service

Your Financial Advisor will get to know you and your investment needs. You will hear from us regularly, not because there’s some new product to sell, but because consistent communication is important to help you remain comfortable and on track with your investment strategy.

Step 3: Transparent Fees
Promise 3

Fair, Transparent and Easy-to-Understand Fees

At Kingsview, you will pay a fee based on the size of your portfolio. Unlike many brokers, we have no incentive to “churn” your account since we don’t earn commissions on trades. Basing fees on the size of your portfolio aligns our interests with yours. In other words, if you succeed, we succeed.

Step 4: Complete Service
Promise 4

Complete Service at a Reasonable Cost

Instead of cobbling your financial team together with numerous and often conflicting sources of advice Kingsview provides a complete team with a single point of contact for a reasonable and easily understood fee. Let a Kingsview advisor become your CFO and get you on the road to long-term financial success.

How do we get there?

Comprehensive expertise

Getting you there... We are passionate about constantly evaluating your investment objectives. Our advisors offer guidance on reaching your financial future with our curated approach.


Our Process