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Credentials
Series 63
Experience Industry experience
42 years
Location
Union, SC
Karmen Kingsmore is the principal of Kingsmore Wealth Management, LLC in Union, South Carolina, with 42 years of industry experience. He holds a Series 63 designation and previously worked at Kovack Advisors, Inc. and Kovack Securities Inc. His outside activities include serving as vice president and board member of the Clemson University Tiger Band Association and volunteering for related alumni events. Kingsmore Wealth Management provides financial planning and comprehensive estate-planning services primarily for individuals, high-net-worth clients, and business entities. The firm offers non-discretionary investment advice focusing on mutual funds, real estate funds, insurance products, and ETFs, generally referring clients to third-party investment advisers for implementation.
Based on Kingsmore Wealth Management, LLC
Based on Kingsmore Wealth Management, LLC
Financial planning fixed fees between $500 and $10,000
$200 to $500 per hour for financial planning services
Fee-only: Financial planning fixed fees negotiated between $500 and $10,000; hourly fees negotiated between $200 and $500 per hour
Union, SC
Union SC
Advisors at this office
1
Georgia · South Carolina
42 years of industry experience
Kingsmore Wealth Management, LLC
2021 - Present • 5 years
Union, SC
Kovack Advisors, inc.
2015 - 2021 • 6 years
Fort Lauderdale, FL
Kovack Securities Inc.
2014 - 2021 • 7 years
Columbia, SC
Kingsmore & Associates
1993 - 2021 • 28 years
Union, SC
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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