A complete list of active advisors currently associated with Kingsman Wealth Management Inc.
Warmer can help you find a great advisor at Kingsman Wealth Management Inc. or one who fits your needs even better.
Kingsman Wealth Management Inc. provides discretionary asset management and financial planning to individuals, high-net-worth clients, estates, corporations, and other business entities. In addition to ongoing portfolio management, the firm offers comprehensive planning services and pension consulting to employee benefit plans, including participant education and plan-level advice. The firm’s investment approach blends fundamental analysis, technical charting, and modern portfolio theory to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, REITs, options, and alternative investments. Accounts are generally managed on a discretionary basis and the firm documents recommendations in written financial plans while periodically reviewing portfolios against objectives and risk tolerance. Noteworthy for a firm of its size, Kingsman manages roughly $235 million in regulatory assets with two advisors, with the vast majority handled on a discretionary basis, and it provides pension consulting services and participant education that are less common among peers. The firm also recently updated disclosures regarding alternative investment risks, may recommend IRA rollovers (which it discloses as a potential conflict of interest), and typically uses institutional or advisor share classes and Schwab institutional services to access research and custody.
To learn more about the advisors currently working at Kingsman Wealth Management Inc., 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 |
|---|---|---|
Ooltewah, TN
| 37
| |
Pensacola, FL
| 13
|
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