A complete list of active advisors currently associated with Kingdom Legacy Advisors
Warmer can help you find a great advisor at Kingdom Legacy Advisors or one who fits your needs even better.
The firm provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations. It offers discretionary asset management through managed account programs and financial planning or consulting, and requires a $500,000 minimum to open an advisory account. Investment advice is tailored to each client’s objectives, time horizon, and risk tolerance and may employ asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term purchase strategies. The firm states a primary objective of helping clients maintain purchasing power over the long term, seeks market risks for which clients are compensated, and performs at least quarterly account reviews. This firm’s organizational profile is distinctive for its client concentration: a single advisor manages roughly 223 client accounts with about $196.5 million in discretionary assets, a client-to-advisor ratio that is uncommon among similar supported firms. The firm also discloses operational features that are less typical — the principal spends time offering insurance products, the adviser is deemed to have limited custody because it accesses client credentials for held‑away accounts, and it uses third‑party service providers that incorporate artificial intelligence subject to periodic due diligence.
To learn more about the advisors currently working at Kingdom Legacy Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Minnetonka, MN
| 28
| |
Minnetonka, MN
| 0
| |
Minnetonka, MN
| 33
|
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