Market
RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
276 days old
General
Location
Grants Pass, OR, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Business Type
Registered Investment Advisor
AUM
$1,700,000,000.00
Gross Revenue
$18,000,000.00
# of Accounts
5,503
Avg Client Age
50
Overview

Kingsview Partners is a multi-faceted, fee-based Wealth Management Partnership offering Financial Planning and Portfolio and Investment Management. We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction.

Our commitment is our client’s best interest and our obligation extends far beyond the initial financial plan. We will not waiver on our responsibility to be our client’s financial guide. This means we are here to ensure that your long-term goals do not fall victim to short term wants. Your Financial Advisor is there to keep you informed and comfortable with your investment allocations, your financial plan, and your future.

We have an annualized growth rate of 118.5%. What we are hoping to accomplish is finding the right advisor or group of advisors who are struggling to reach economies of scale and want to find a strategic partner to help grow their business. We take all operational costs and support so that you can focus on being an advisor and advocate for your client. We have the highest payout of any full-service independent firm in the industry, offer profitability bonus, partnership at no capital exposure risk to you or your business, all while having highest net payout grid in the industry.

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