Who We Are
Elevating The Standard Of Care
We founded Kingsview Partners on the simple core principles of honesty and objectivity. It is our firm’s mission to remake and improve the entire service experience for the wealth management client.
Our industry has simply failed clients and the men and women that serve them. Clients should expect and demand more from their financial professionals and Kingsview was purpose built to meet these expectations. This goes well beyond our simple fiduciary duty. Only well supported and prudent financial professionals are prepared to face the changes in our industry… and the challenges facing our clients.
Today, one thing is abundantly clear, an independent registered investment advisor is uniquely positioned to provide clients with comprehensive and actionable advice. Our obligation to our clients' best interest is cemented within the fiduciary rule that governs our firm. Pair that with smart thinking, prudent experts and the tools necessary to execute the job, and you truly have a higher standard of care.
Kingsview Wealth Managers are not reactive, but present in their client’s lives, providing the guidance needed to match any challenge. When considering making a move, you owe it to your clients and yourself to challenge your thinking on service, support and execution.
Join a Higher Standard. Join Kingsview Partners.
Why We're Different
Marketing & Growth Solutions
From establishing a digital presence to print campaigns, Kingsview provides turn key marketing strategies designed for growth and client retention. Our marketing team is dedicated to providing you with the campaigns, content, and automation tools necessary to clearly communicate your value and turn prospects into client advocates.
Family Office Services
Kingsview Private Client is designed to provide comprehensive services beyond what a client expects from a traditional advisory relationship. Our advisors collaborate with professional partners to provide coordinated estate and wealth planning, tax planning, personal accounting solutions and consolidated reporting.
Our fiduciary platform is rooted in providing our partners flexibility in helping clients meet specific goals. Kingsview Investment Management provides advisors the option of in-house strategies and white glove support. Partners also have access to thoroughly vetted outside investment strategies and the option to run their own discretionary models.
Succession Planning and M&A
No matter what the future looks like for you and your business, having a prudent plan in place will give you peace of mind and ensure that your clients will be cared for. Whether your goals are growth through acquisition or simply making sure your clients will be cared for after you retire - our team of experts will help you plan and execute from start to finish.
Independence means options. Our multi-custodial platform provides our partners the resources, security, and support to serve their clients on their terms. Kingsview's custodial partners include Raymond James, Charles Schwab, TD Ameritrade, and Interactive Brokers.
``Far too long clients have been overcharged and underwhelmed by the services offered by the industry. 2020 and beyond hold so much promise for our partners here at Kingsview. This firm represents what will be the profitable work product of sustainable, ethical business practices. I am focused on rebuilding investor’s trust in our industry and together we can ensure we are Elevating the Standard of Care.``
Who Is Partnering?
The reality around the economics of the business as well as the demands on time to execute a consistent service model keeps many sole practitioners trapped, unable to staff up or grow. Kingsview has completely disrupted the traditional compensation model for full-service advisory firms and is paving the way for the sole practitioner or small team. Between more money available to hire additional resources locally, Kingsview branded professional portfolio management, and subject matter experts in research and planning - we have built what will be the new standard for next gen advisory offices.
Don't trade freedom for support. At Kingsview you will find all of the creature comforts and support of a wirehouse.
At Kingsview, Bank Advisors find the marketing freedom and flexibility to supplement walk-in leadflow and scale on their terms.
Focus on what you do best - without sacrificing your margins. Independent Advisors that merge with Kingsview are able to focus on what matters most: servicing clients. Let us handle the compliance, technology, marketing, investment management and operations.
What Our Partners Are Saying
Paul J. Nolte, CFA®
"My transition to Kingsview could not have been any smoother. Within 45 days I had over 80% of my book transferred and onboard. I have moved before in my career and the Kingsview transition team worked hard to make sure the transition was handled properly and efficiently without client worries."
Trenton Lay, CFP®
"At Kingsview I get to work for my clients; not a big firm. Kingsview is large enough to provide me with essential resources, outstanding support and current technology and yet they are small enough to allow for a lot of flexibility in how I run my office and assist my clients."
Benjamin Ott, AAMS®
"Personally the move opened up my time immensely. I was focusing 50% of my time to growing the business to meet the quotas of my former employer. With that liberation, I was able to dedicate more time not only to my clients but to my family and myself."
Questions or comments for the team? Submit the form below or schedule a consultation, we are looking forward to learning more about you and your business.
What are next steps?
The next step is to schedule a digital walkthrough with a member of our team to get a high level overview of the firm, our process, and whether there is a potential fit. Partnerships are built on people, lets get to know each other.
How much support can I expect?
At Kingsview you can expect the highest level of ongoing support from our full-service back office team. During the transition there will be dedicated on-site support handling everything from preparing your office space, opening new accounts, preparing and mailing client applications, processing and tracking ACATs, and much more.
What is the average transition time window?
The standard transition window is between 90-180 days. Walk through our process in greater detail with a member of our team by scheduling a time or completing the form below.
What does advisor compensation look like?
Kingsview offers its advisors the benefit of one of the industry’s most generous and easy to understand compensation plans. Advisors each receive a fixed base payout grid in addition to enterprise level equity grants and branch level cash profitability bonuses. To learn more about what this means for you and your business, schedule a consultation with a member of our team.
What expenses will I have to cover?
We offer full branch level expense and operational coverage in the form of an expense stipend. This includes turnkey local real estate, installed and supported tech suite, and much more.
Is technology provided?
As a Kingsview Partner, you will have access to a full suite of the latest technology, ranging from an integrated customer relationship management system to world-class financial planning, billing, and performance reporting software.
What is your vision of independence
See how we helped our partners customize their workspaces!
Our latest Insights
The latest industry insights and commentary from our experts
Get in touch
Questions or comments for the team? Submit the form below or schedule a consultation on the calendar above.
Grants Pass, Oregon