opening an account
What reporting services do you offer? We offer accessible performance reports on your assets. We can print or email these reports to you upon request, or you can review your household performance via a convenient smartphone APP. How we can help King Wealth Management will review with you all aspects of your performance as needed.
What types of asset transfers can you help me facilitate? We are here to help you with several different types of transfer including: ACAT -Typically referred to as “broker-to-broker” transfers DTC – The transfer and receipt of individual stock positions IRA Rollovers – The transfer of assets from a previous employer IRA Transfers – Trustee-to-trustee […]