How does the advisor help clients – Key Takeaways:
CONKLIN FINANCIAL MANAGEMENT, LLC provides expert financial management and planning services to a diverse range of clients. With years of experience in the industry, the firm is well-equipped to handle complex financial situations and help clients achieve their financial goals.
Facts and Insights
As of its latest SEC filing on March 29, 2021, CONKLIN FINANCIAL MANAGEMENT, LLC reported assets under management (AUM) of $300 million. This is an impressive number, considering the relatively short time the firm has been in operation. The firm’s team of experienced financial advisors has been able to grow its AUM through strategic investments and a comprehensive approach to financial management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $300 million | 5 | 5 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
The firm’s expertise and services cater to a diverse range of clients, including high net worth individuals, families, businesses, and institutions. CONKLIN FINANCIAL MANAGEMENT, LLC is committed to providing personalized financial solutions to each client, tailored to their specific financial needs and goals.
Fees & Compensation
CONKLIN FINANCIAL MANAGEMENT, LLC offers a fee-based compensation structure, which means that the firm’s fees are based on a percentage of the assets under management. This aligns the firm’s interests with those of its clients, as the advisors are motivated to help grow their clients’ portfolios.
Background
CONKLIN FINANCIAL MANAGEMENT, LLC was founded in 2016 by financial expert John Conklin. With over 20 years of experience in the financial industry, John saw a need for a comprehensive and personalized approach to financial management. He assembled a team of experienced and dedicated financial advisors, and together they have successfully helped numerous clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, CONKLIN FINANCIAL MANAGEMENT, LLC is committed to transparency and providing full disclosure to its clients. This includes any potential conflicts of interest, fees, and any regulatory disclosures. The firm upholds the fiduciary standard, meaning it always acts in the best interests of its clients.