How does the advisor help clients – Key Takeaways:
C.K.C FINANCIAL SERVICES, PLLC. acts as a financial expert without explicitly stating it. Their main goal is to assist clients in achieving their financial goals through personalized strategies and advice. They offer a wide range of services and cater to various client types.
Facts and Insights:
Founded in 2010, C.K.C FINANCIAL SERVICES, PLLC. has been in the financial industry for a decade. Over the years, they have managed to build a strong reputation for their expertise and professionalism.
Their team of experienced advisors is committed to providing personalized and comprehensive solutions to their clients. They stay updated with the latest market trends and strategies to ensure that their clients receive the best possible advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10 | 10 years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Solutions
Client Types:
- High net worth individuals
- Business owners
- Retirees
- Families
Fees & Compensation:
C.K.C FINANCIAL SERVICES, PLLC. operates on a fee-only structure, which means they do not receive commissions for their services. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of the assets under management, and they are transparent about their fee structure.
They also offer a complimentary initial consultation to understand the client’s financial goals and determine if they are a good fit for each other.
Background:
C.K.C FINANCIAL SERVICES, PLLC. was founded by Charles K. Chen, a Certified Financial Planner™ (CFP®) with over 20 years of experience in the financial industry. After working at various financial institutions, he decided to start his own firm to provide personalized and independent financial advice to his clients. Mr. Chen holds a bachelor’s degree in Finance from a top university and is committed to continuous education to stay on top of the latest industry developments.
Financial Advisor Disclosures to Know:
Transparency and honesty are essential values for C.K.C FINANCIAL SERVICES, PLLC. As a Registered Investment Advisor, they are legally obligated to disclose any potential conflicts of interest and any history of disciplinary actions. Clients can access this information through their Form ADV, which is publicly available on the SEC website.