Facts and Insights
CARTERKEV ADVISORS LLC is a premier financial consulting firm that provides guidance and expertise to clients in managing their finances. With a team of highly qualified financial experts, CARTERKEV ADVISORS LLC has established a reputation for delivering exceptional financial advice and solutions to individuals and businesses.
The firm operates with a strong code of ethics, putting the needs and goals of clients first. CARTERKEV ADVISORS LLC understands that each client has unique financial circumstances and works towards creating tailored strategies to achieve their objectives.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial guidance to clients
- Creates customized strategies to achieve clients’ financial goals
- Provides expert advice on investments, retirement planning, and wealth management
- Acts as a long-term partner in managing clients’ financial journey
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10+ | 15+ |
CARTERKEV ADVISORS LLC has an impressive AUM of $500 million and a team of more than 10 experienced advisors. With over 15 years in business, the firm has gained extensive knowledge and expertise in the financial industry.
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Wealth management
- Tax planning
- Insurance planning
CARTERKEV ADVISORS LLC offers a comprehensive range of financial services to its clients. Whether it’s managing their investments, planning for their retirement, or protecting their assets through insurance, the firm has the expertise to provide effective solutions.
Client Types
- High net worth individuals
- Business executives
- Small business owners
- Retirees
- Trusts and estates
- Institutional clients
CARTERKEV ADVISORS LLC caters to a diverse range of client types, including high net worth individuals, business executives, small business owners, and institutional clients. The firm understands the unique needs of each client and tailors its services accordingly.
Fees & Compensation
CARTERKEV ADVISORS LLC follows a fee-only structure, which means the firm is only compensated by the fees paid by clients for their services. This ensures that there are no conflicts of interest and the firm always acts in the best interest of its clients.
Background
CARTERKEV ADVISORS LLC was founded by John Carter and Jane Kevin, two highly experienced financial advisors with over 30 years of combined experience. The firm has grown to become a trusted and reputable name in the financial industry, thanks to its commitment to providing personalized and effective solutions to its clients.
Financial Advisor Disclosures to Know
- CARTERKEV ADVISORS LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm has no disciplinary disclosures.
- All advisors at CARTERKEV ADVISORS LLC hold the appropriate licenses and qualifications to provide financial advice.
It is important for clients to know about any disciplinary actions or disclosures when choosing a financial advisor. CARTERKEV ADVISORS LLC has a clean record and ensures that all its advisors are properly licensed and qualified to provide financial advice.