with you every step of the way

tier I - First Steps

  • Schedule a 60min Zoom consultation to discuss your financial needs, concerns, goals, and plans.

  • A customized financial plan, covering your next 12 months, based on our 1:1 consultation. Whether you need a general plan that covers multiple aspects of your financial life, or a plan focused on a singular goal, like starting a retirement account or buying your first rental property, your report will be tailored to you: your risk profile, your time horizon, and presented in a way you can understand.

  • $249

tier II - growth steps

  • Subscribe to Kingdom Capital Management’s resources and expertise to take your wealth building to the next level.

  • Ongoing access to KCM’s email support, blog, and web resources. This access includes:

    • Asking questions directly to KCM advisors

    • Updates to KCM portfolio allocations

    • KCM analysis of macro- and microeconomic news

    • Book reviews and analysis

    • Financial product reviews

    • Proprietary education and investing resources

  • $49/month or $500/year

tier III - carried steps

  • Allow Kingdom Capital Management to handle the stress of managing your investments. Requires Tier II membership.

  • Direct management by Kingdom Capital Management advisors of client investment account(s). Includes up to one 60min Zoom consultation per quarter (four per year).

  • 0.75% of Assets Under Management (in addition to Tier II subscription fee)