How does the advisor help clients – Key Takeaways:
BRUCE A. KRAIG ASSOCIATES is a trusted financial planning firm that provides expert advice to clients seeking to effectively manage their finances. With a range of services and a commitment to client satisfaction, this firm is a go-to resource for those seeking financial guidance and solutions.
Facts and Insights
BRUCE A. KRAIG ASSOCIATES has been in business for over 20 years, during which time they have gained a wealth of experience and knowledge in the financial industry. They currently have over $100 million in assets under management and employ a team of experienced advisors who specialize in various aspects of financial planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10+ | 20+ years |
Financial Services Offered
BRUCE A. KRAIG ASSOCIATES offers a comprehensive range of financial services, including but not limited to:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
Client Types
BRUCE A. KRAIG ASSOCIATES caters to a diverse range of clients with different financial needs. Their client base includes:
- High-net-worth individuals
- Families
- Small business owners
- Retirees
- Young professionals
Fees & Compensation
BRUCE A. KRAIG ASSOCIATES offers transparent and competitive fee structures for their services. Their fees may vary depending on the services provided and the complexity of a client’s financial situation. They may charge a percentage of assets under management, an hourly fee, or a flat fee for specific services. They do not receive commissions for selling financial products, ensuring unbiased advice for their clients.
They believe in building long-term relationships with their clients and put their clients’ interests first, ensuring that their fees are always aligned with their clients’ success.
Background
BRUCE A. KRAIG ASSOCIATES was founded by Bruce A. Kraig, a certified financial planner with over 30 years of experience in the industry. With a team of dedicated and experienced advisors, the firm has established a reputation for providing personalized and strategic financial solutions for their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, BRUCE A. KRAIG ASSOCIATES is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record and hold themselves to the highest ethical standards, placing their clients’ interests above all else.