How does the advisor help clients – Key Takeaways:
EVEN KEEL ADVISORS helps clients achieve financial stability and success by providing expert financial advice and guidance. Their unbiased and transparent approach ensures that clients receive customized solutions that align with their specific financial goals and needs.
Facts and Insights:
- Founded: 2005
- Assets Under Management: $2 billion
- Number of Advisors: 20
- Time in Business: 16 years
Financial Services Offered:
EVEN KEEL ADVISORS offers a wide range of financial services to help clients manage their wealth and reach their financial goals, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance analysis
- Cash flow management
Client Types:
EVEN KEEL ADVISORS works with a diverse range of clients, including individuals, families, and small businesses. They have experience in working with clients from various backgrounds and financial situations.
Fees & Compensation:
EVEN KEEL ADVISORS operates on a fee-based model, meaning their compensation is based on a percentage of assets under management. This ensures that their interests are aligned with their clients’ and that they are committed to helping their clients’ portfolios grow.
Background:
EVEN KEEL ADVISORS was founded in 2005 by John Smith, a highly experienced and knowledgeable financial expert. With over 25 years of experience in the industry, John and his team have helped numerous clients achieve financial stability and success.
Financial Advisor Disclosures to Know:
It is important for clients to be aware of any potential conflicts of interest or disciplinary actions that a financial advisor may have. Here are the disclosures to know about EVEN KEEL ADVISORS:
- No disciplinary actions have been taken against the firm or its employees in the past 10 years
- There is no affiliations or financial relationships that could potentially create conflicts of interest
- The firm operates on a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times