
with you every step of the way
tier I - First Steps
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Schedule a 60min Zoom consultation to discuss your financial needs, concerns, goals, and plans.
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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.
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$249
tier II - growth steps
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Subscribe to Kingdom Capital Management’s resources and expertise to take your wealth building to the next level.
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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
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$49/month or $500/year
tier III - carried steps
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Allow Kingdom Capital Management to handle the stress of managing your investments. Requires Tier II membership.
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Direct management by Kingdom Capital Management advisors of client investment account(s). Includes up to one 60min Zoom consultation per quarter (four per year).
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0.75% of Assets Under Management (in addition to Tier II subscription fee)