How does the advisor help clients – Key Takeaways:
J K R & COMPANY, INC. is an experienced financial advisor that offers a variety of services to help clients reach their financial goals. With a team of knowledgeable advisors, J K R & COMPANY, INC. provides personalized financial planning and investment management services to individuals and families.
In addition to their expertise in financial planning and investment management, J K R & COMPANY, INC. also prides themselves on their excellent customer service and commitment to transparent communication with their clients.
Facts and Insights:
Founded in 1995, J K R & COMPANY, INC. has over 25 years of experience in the financial industry. They currently have over $500 million in assets under management and employ a team of 10 advisors who are dedicated to providing top-notch financial advice to their clients.
As a fee-only financial advisor, J K R & COMPANY, INC. does not earn commissions from the sale of financial products, ensuring that their advice is always unbiased and in the best interest of their clients.
Assets Under Management, Number of Advisors and Time in Business: {table}
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered:
J K R & COMPANY, INC. offers a wide range of financial services to help clients meet their unique financial needs and objectives. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
J K R & COMPANY, INC. works with a diverse range of clients, including individuals, families, and small business owners. They have experience in helping clients from all walks of life and at various stages of their financial journey.
Fees & Compensation:
J K R & COMPANY, INC. operates on a fee-only compensation structure, which means they are only compensated by the fees paid by their clients. This ensures that their clients receive unbiased and objective financial advice without the conflict of interest that can arise from commission-based compensation.
Background:
J K R & COMPANY, INC. was founded by financial expert John K. Robertson who has over 30 years of experience in the financial industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Financial Services. Mr. Robertson is also a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®).
Financial Advisor Disclosures to Know:
As with all financial advisors, it is important to be aware of any potential conflicts of interest or disclosures that may impact the services provided by J K R & COMPANY, INC. Some important disclosures to note include:
- J K R & COMPANY, INC. has a fiduciary duty to act in the best interests of their clients at all times.
- J K R & COMPANY, INC. may have relationships with third-party companies that could potentially influence the advice they provide.
- J K R & COMPANY, INC. may receive referral fees for recommending certain services or products to their clients.
- J K R & COMPANY, INC. may also have potential conflicts of interest related to investments or financial products recommended to clients.