OUR SERVICE PROVIDERS

In order to provide our clients with the very best is service and support, King Wealth Management Group is associated with these prestigious investment firms.  They are each highly respected in their areas of expertise and provide us with options so that our individual clients' needs are uniquely met.  As  a firm, we practice due diligence to so that our service providers can help us provide our clients with the very latest innovative technology and leading edge products.

Traditional advisers will require that you keep your assets with their employing firm. We are not tied to one custodian for the retention of your assets. Fidelity Investments® was selected by our firm as one custodial option. For your convenience, you have complete access to the securities in your portfolio on a real-time basis.

Fidelity Investments® is a leading provider of trading, custody, and brokerage services to Registered Investment Advisors, Trust Institutions, and Third-Party Administrators. The company is able to leverage the capital, resources, and experience of the Fidelity organization, one of the world’s largest financial services companies, on behalf of its clients.

Fidelity Investments®  is one of the world's largest providers of financial services. Fidelity Investments® is a service provider to King Wealth Management Group. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments® nor is such a relationship created or implied by the information herein. Fidelity Investments® has not been involved with the preparation of the content supplied by King Wealth Management Group and does not guarantee or assume any responsibility for its content. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 829370.1.0

TD Ameritrade

TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors, including King Wealth Management Group.

 

Their advanced technology platform, coupled with personal support from dedicated service teams, allows investment firms like ours to grow and manage their practices more efficiently and effectively, while optimizing time with clients. TD Ameritrade provides a robust offering of products, programs, and services designed to help advisors manage their businesses and do the best possible job they can to help their clients with their financial goals.
 

TD Ameritrade is not responsible for services or policies of any third party. TD Ameritrade does not recommend or endorse any advisor that utilizes its brokerage or custodial services. TD Ameritrade does not monitor, and is not responsible for, communications between advisors and their clients.  TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC & TD Ameritrade Clearing, Inc., member FINRA/SIPC. TD Ameritrade Trust Company is a non-depository trust company, acts as a custodian and/or directed trustee and is not a member of FINRA or SIPC. Brokerage services provided exclusively by TD Ameritrade, Inc. TD Ameritrade, Inc., TD Ameritrade Clearing, Inc., and TD Ameritrade Trust Company are subsidiaries of TD Ameritrade Holding Corporation. This is not an offer or solicitation for brokerage services, investment advisory services, or other products or services in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the securities laws or other local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Austria, Canada, France, Germany, Hong Kong, Italy, Japan, the Netherlands, Saudi Arabia, Singapore, or the United Kingdom. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc., and The Toronto-Dominion Bank. ©2016 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission. 36USC220506

Visit Us

270 West Circular Street, Suite 1

Saratoga Springs, NY  12866

Call Us

Phone: 518.306-5640

Fax: 518.306-5645

Investments through RIA are:  NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY. 

© 2019 King Wealth Management Group LLC