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Updated September 28, 2026. Quick answer: $100,000 for KWA advisory services (Investment Management Agreement). Kingswood Wealth Advisors’ own Form ADV Part 2A brochure states this figure directly, though the firm can waive or reduce it at its own discretion. At that minimum, Kingswood Wealth Advisors’ own published fee schedule works out to $2,500 a year.
The minimum, in the firm’s own words
“When subscribing to the advisory services offered by KWA, generally, the minimum account value is $100,000, although lower levels may be accepted on a case-by-case basis by KWA.”
On waivability: “In some special cases, account minimums may be waived or negotiated.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| KWA advisory services (Investment Management Agreement) | $100,000 | $2,500 | Yes, at the firm’s discretion |
| Source: Form ADV Part 2A Brochure, March 31, 2026 | |||
Kingswood Wealth Advisors’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $6,250 |
| $500,000 | $12,500 |
| $1,000,000 | $25,000 |
| $2,000,000 | $50,000 |
What else to know
Accounts that fall below the $100,000 minimum are charged a $20-a-quarter fee rather than being closed; households may be aggregated to meet the minimum, and it may be waived outright for friends and family of the firm.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Kingswood Wealth Advisors’ own published fee schedule runs up to $12,500 a year (the published maximum); see the full dollar breakdown from Kingswood Wealth Advisors’ own fee disclosure across several account sizes.
Comparing minimums across firms? See what it takes to open an account with Bogart Wealth.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A Brochure (March 31, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058697
- SEC Investment Adviser Public Disclosure, Kingswood Wealth Advisors, LLC (CRD #288792): https://adviserinfo.sec.gov/firm/summary/288792
- Kingswood Wealth Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/288792/PDF/288792.pdf
Methodology. This page was built September 28, 2026, quoting directly from Kingswood Wealth Advisors’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.