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How does the advisor help clients – Key Takeaways:
The COLMAN KNIGHT ADVISORY GROUP, LLC offers a range of financial services to assist clients in creating, managing, and preserving wealth. They specialize in providing tailored financial solutions to meet the unique needs and goals of each individual or business.
- The advisor provides personalized financial advice and guidance to help clients achieve their financial goals.
- They offer a comprehensive suite of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management.
- Their experienced team of advisors uses a holistic approach to ensure all aspects of a client’s financial well-being are considered.
Facts and Insights
The COLMAN KNIGHT ADVISORY GROUP, LLC has been in business for over 20 years, providing strategic financial planning and solutions to clients. They have a team of more than 50 advisors, with assets under management of over $2 billion.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | 20+ years |
Financial Services Offered
The COLMAN KNIGHT ADVISORY GROUP, LLC offers a wide range of financial services to individuals, families, and businesses. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
Client Types
The COLMAN KNIGHT ADVISORY GROUP, LLC serves a diverse range of clients, including:
- High-net-worth individuals and families
- Business owners and entrepreneurs
- Professionals and corporate executives
- Retirees
- Trusts and estates
Fees & Compensation
The advisor’s fees and compensation structure may vary depending on the type and complexity of services provided. They may charge a percentage of assets under management, a flat fee, or an hourly rate. They may also receive commissions from the sale of certain products. However, they are committed to transparency and will fully disclose all fees and compensation to clients before any services are rendered.
Background
The COLMAN KNIGHT ADVISORY GROUP, LLC was founded in 1999 and is headquartered in New York City. Their team of experienced professionals is dedicated to providing exceptional financial advice and services to help clients achieve their financial goals. They take a client-centric approach, prioritizing their clients’ best interests and building long-term relationships based on trust and accountability.
Financial Advisor Disclosures to Know
As a registered investment advisor with the Securities and Exchange Commission, the COLMAN KNIGHT ADVISORY GROUP, LLC has a fiduciary duty to act in their clients’ best interests. This means they are legally obligated to put their clients’ interests before their own. Additionally, they are required to disclose any potential conflicts of interest and ensure transparency in all client dealings.