Kingsmark Private Financial Advisors, LLC, a small investment advisory firm based in Albany, GA, is dedicated to providing expert financial guidance and tailored investment strategies. With a single office, the firm employs a team of six professionals, four of whom specialize in investment advisory services. Kingsmark boasts an impressive average of approximately $77,010,000 in assets under management per investment advisor, aligning with industry standards.
The compensation structure at Kingsmark Private Financial Advisors, LLC encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees. Notably, they have cultivated substantial expertise in managing employer 401Ks and individual assets, which together constitute around half of their total assets under management. Demonstrating their competency in discretionary management, an impressive 94% of the assets they oversee fall under this category.
With over 320 individual clients, Kingsmark Private Financial Advisors, LLC currently manages a substantial portfolio worth more than $308,023,000. The firm's long-serving advisors, Rebecca Toole Anderson, Thomas Sanders, and Britt Bazemore, bring a wealth of experience and knowledge to their clients' financial journeys.
At Kingsmark, personalized attention and a deep understanding of each client's unique circumstances drive their investment strategies. By leveraging their expertise and staying attuned to market trends, Kingsmark Private Financial Advisors, LLC aims to optimize returns and provide comprehensive financial solutions to their valued clientele.