Dean L. Boebinger
King Investment Advisors, Inc.
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $250,000
Minimum client income required: No minimum required
Title: Senior VP; Wealth Management Services
Offering advice since: 1989
Areas of focus:
- Charitable and Planned Giving
- Educational Planning
- Estate Planning/Wills
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Dean L. Boebinger:
Career Highlights: 19 years experience in the investment business. Joined King Investment Advisors, Inc. (KING) in 2000. Currently, Senior Vice President, Wealth Management Services, and Certified Financial Planner(TM) Certificant.
Member of the Financial Planning Association (FPA); Board member, the University of Houston Gift Planning Advisory Council; formerly served on the Board of the Planned Giving Council of Houston; and is a member of the Houston Estate and Financial Forum.
Previously, Dean served as Vice President of Retirement and Investment Services with Fremont Investment Advisors where he was responsible for management of three regional offices and $350 million in assets for high net worth individuals. His other investment experiences include financial advisor positions at Coastal Banc and American Express. Dean is listed by Paladin Registry Inc. as a five-star (highest rating) member of the Paladin Registry of Financial Professionals. The Registry uses an independent proprietary evaluation process for rating the quality of advisors. He is also mentioned in MoneyManager.com as one of the best financial advisors in Houston.
KING has been named to the prestigious Wealth Manager Magazine's Top Wealth Managers list and Financial Advisor Magazine's 2007 special report: RIA Firms Ranked by 2006 Asset Growth. The magazine rated KING's investment and financial planning services to high net worth individuals among the nation's top 100 independent advisors in the $500 million to $1 billion asset category. Also, KING participates in the TD Ameritrade AdvisorDirect program, having met its stringent due diligence requirements.
Compensation and Fee Structures:
Annual advisory fees for investment and financial planning services range from 1.5% to 0.70%, based on total household assets managed by KING. The average fee is 1.0%.
Besides our services provided by a Certified Financial Planner(TM) , KING WMS clients benefit in cost savings by:
1) Reduced investment costs through discount brokers no-load or load-waived mutual funds significantly lower investment expenses and trading costs.
2) Access to institutional managers and mutual funds not available to the retail investor.
3) Ongoing financial planning services are included in the advisory fee. Most advisors charge separately for financial planning services. (If only investment advisory services are requested, fees will be reduced.)
Licenses, Certifications & Affiliations:
* Certified Financial Planner(TM) Certificant.
* Group 1 Insurance License, Texas.
* Member of the Financial Planning Association (FPA)
* Board member, the University of Houston Gift Planning Advisory Council
* Formerly served on the Board of the Planned Giving Council of Houston
* A member of the Houston Estate and Financial Forum.
B.A., Economics, University of California, Berkeley
M.S., Healthcare Administration, University of Houston/Clear Lake
Will provide references upon request?
Further information about King Investment Advisors, Inc.:
(Size of firm: 0-9 advisors)
King Investment Advisors, Inc., founded in 1981, is an SEC-registered investment advisor managing approximately $400 million in assets. Our clients include both institutions and individuals.
When you hire a financial advisor (as with any professional) his or her credentials, experience, and integrity must meet the highest standards. Your advisor should provide independent, objective advice - free of conflicts of interest - and be aligned to achieve your financial goals. As an independent fee-only registered investment advisor, we are committed to the highest ethical standards; KING places the interests of our clients first. At every level, we emphasize integrity, responsive personal service, and sound investment strategies - we manage our clients' assets as if they were our own.
King Investment Advisors is:
* SEC Registered and Independent Advisor
* Proven Track Record
* Over 27 Years of Leadership in the Industry
Private Client and Institutional Portfolio Management
Wealth Management Services
Corporate Retirement Plan Services
Contact Information for Dean L. Boebinger
Phone: (713) 961-0462
Please support us by letting this adviser know you found them through Boomerater
Fax: (713) 961-5613
Address for Dean L. Boebinger:
1980 Post Oak Blvd
Houston, TX, 77056
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