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How does the advisor help clients – Key Takeaways:
K.J. HARRISON & PARTNERS (USA) INC. is a financial advisory firm that provides expert guidance and services to clients seeking to secure their financial future. The firm has a professional team of advisors with extensive experience in the financial industry, who leverage their expertise to assist clients in making important decisions regarding their assets and investments.
Some key takeaways on how K.J. HARRISON & PARTNERS (USA) INC. helps clients include:
- Provide personalized financial planning and investment management services tailored to each client’s unique needs and goals.
- Offer strategic advice on asset allocation, risk management, and tax planning to help clients achieve their financial objectives.
- Collaborate with clients to create a holistic financial plan that takes into account their short-term and long-term goals.
- Stay updated on financial market trends and changes and adjust clients’ portfolios accordingly to maximize returns.
- Offer ongoing support and guidance to help clients navigate complex financial situations and make informed decisions.
Facts and Insights
K.J. HARRISON & PARTNERS (USA) INC. was founded in 2002 and is headquartered in New York City. The firm has established a strong reputation in the financial industry for its reliable and customized advisory services. With a client-centric approach, the firm puts their clients’ best interests first, and this has helped them build long-lasting relationships with their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | $2.5 billion (as of 2020) |
|---|---|
| Number of Advisors | 15 |
| Time in Business | Over 18 years |
Financial Services Offered
K.J. HARRISON & PARTNERS (USA) INC. offers a wide range of financial services to help clients achieve their wealth management goals. These services include:
- Investment Management
- Financial Planning
- Tax Planning
- Retirement Planning
- Estate Planning
- Insurance Services
Client Types
K.J. HARRISON & PARTNERS (USA) INC. caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. Their clients come from various industries and backgrounds, and they work closely with each client to understand their unique financial situation and provide personalized solutions.
Fees & Compensation
K.J. HARRISON & PARTNERS (USA) INC. charges fees based on a percentage of the client’s assets under management. This fee structure aligns the firm’s interests with those of their clients, as the firm’s revenue is directly linked to the success of their clients’ investments. The firm also offers fee-only financial planning services, where clients pay a flat fee for specific financial planning services.
Background
K.J. HARRISON & PARTNERS (USA) INC. was founded by K.J. Harrison in 2002 with the vision of providing top-notch financial advisory services to clients. With over 65 years of combined experience, the firm’s team of advisors has a thorough understanding of financial markets and trends, and they leverage this knowledge to guide clients towards their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, K.J. HARRISON & PARTNERS (USA) INC. is legally obligated to disclose any conflicts of interest or potential risks to their clients. The firm provides full transparency and encourages open communication with clients to build trust and ensure their clients’ best interests are always prioritized.