KingsMark Private Financial Advisors

Wealth Management Firm in Albany, GA

Firm Info
Address: 601 Pointe N Blvd, Albany, GA 31721, USA
Phone: (229) 439-2348

Firm Size
Assets Under Management: $318.6 million
# of Advisors: 4
# of Clients: 1,214
Client to Advisor Ratio: 304:1
Average Account Size: $262,447
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Kingsmark Private Financial Advisors, LLC Overview

Founded in 2008, Kingsmark Private Financial Advisors, LLC is an investment advisory firm that provides clients with valuable financial advice. Based in Albany, GA, Kingsmark offers services to individuals and small businesses seeking portfolio management. The firm specializes in investment advice and works on a fee-only basis, ensuring that the interests of their clients are always put first. Kingsmark offers a range of services, including financial planning, pension consulting, and the selection of other advisors. Clients are able to benefit from portfolio management services which are tailored to their needs and objectives, providing a customized investment plan to help increase their financial stamina. Whether seeking advice on retirement planning, investments, or asset allocation, the team of financial experts at Kingsmark can help guide clients through the complexities of personal finance. Kingsmark is focused on delivering high-quality financial advice and assistance to clients while maintaining strict ethical standards. Their fee-only approach means that clients will never have to worry about conflicts of interest or hidden fees. Overall, Kingsmark is dedicated to helping clients achieve their financial goals and lead a secure future.

Kingsmark Private Financial Advisors, LLC serves a wide variety of clients. They cater to individuals seeking personalized financial advice, high net worth individuals with more complex financial needs, and pension or profit sharing plans. The firm also works with charitable organizations seeking to optimize their investment strategies. Additionally, other corporation types not listed may benefit from the services provided by Kingsmark Private Financial Advisors, LLC. Clients of Kingsmark Private Financial Advisors, LLC can choose from several fee structures depending on the service provided. One option is a percentage of assets under management (AUM) as a fee. This fee structure aligns the interests of the firm with the client's financial success, as the more the client earns, the more the firm earns. Another fee structure offered is hourly billing, which is beneficial for a client seeking specific advice or guidance for a set period. Fixed fees may also be arranged for certain services, providing clients with predictability and budgeting confidence. Overall, Kingsmark Private Financial Advisors, LLC seeks to provide clients with tailored financial advice and a fee structure that suits their unique needs.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Kingsmark Private Financial Advisors, LLC does not mention what their investment minimum is.

How This Office Can Help Albany, GA Residents

KingsMark Private Financial Advisors is a trusted financial planning firm that provides tailored services to clients seeking financial planning assistance in Albany, GA. The firm understands that living in Albany might come with unique financial situations such as managing debt from student loans or credit cards, dealing with the ever-rising cost of healthcare, and handling the cost of housing. KingsMark Private Financial Advisors offers a comprehensive financial planning approach that enables their clients to tackle those specific financial situations efficiently. At KingsMark Private Financial Advisors, our expert team of financial planners works closely with clients to secure their financial future by providing personalized solutions tailored to their specific needs. Whether our clients require assistance with retirement planning, debt management, insurance, tax planning, or wealth management, our team is committed to helping Albany, GA clients achieve their financial goals. Our ultimate goal is to empower and guide clients towards financial independence and peace of mind.

To view the Minimum Investment and Fee Schedule for Kingsmark Private Financial Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Kingsmark Private Financial Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Kingsmark Private Financial Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 601 Pointe N Blvd, Albany, GA 31721, USA
Phone (229) 439-2348
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Kingsmark Private Financial Advisors, LLC is registered to service clients in the following states:

  • Alabama
  • Florida
  • Georgia
  • Louisiana
  • North Carolina
  • South Carolina
  • Texas

Disciplinary History

Kingsmark Private Financial Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

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