How does the advisor help clients – Key Takeaways:
Some key takeaways from the services offered by K.L. BAIRD ASSET MANAGEMENT include:
- Expert financial advice and guidance from experienced advisors
- Customized financial plans tailored to each client’s individual needs
- Access to a wide range of financial services to meet various needs and goals
- Transparent communication and ongoing support to ensure clients are informed and on track
Facts and Insights
K.L. BAIRD ASSET MANAGEMENT has a proven track record of helping clients achieve financial success. Here are some key facts and insights about the firm:
- Founded in 2005
- Over $1 billion in assets under management
- Comprised of a team of highly qualified and experienced financial advisors
- Provides services to clients across the country
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion+ | 10+ | 15 |
Financial Services Offered
K.L. BAIRD ASSET MANAGEMENT offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education funding
Client Types
K.L. BAIRD ASSET MANAGEMENT works with a variety of client types, including:
- Individuals
- High-net-worth individuals
- Business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
At K.L. BAIRD ASSET MANAGEMENT, clients can expect transparent and competitive fees. The firm operates on a fee-only structure, meaning the advisors are not compensated through commissions. This ensures that the advisors’ recommendations are always in the best interest of the client.
Background
K.L. BAIRD ASSET MANAGEMENT was founded in 2005 by financial expert K.L. Baird. With his extensive experience in the financial industry, Mr. Baird set out to create a firm that prioritized putting clients’ best interests first. Today, K.L. BAIRD ASSET MANAGEMENT continues to follow this principle and has become a trusted advisor to many individuals and organizations.
Financial Advisor Disclosures to Know
As a registered investment advisor, K.L. BAIRD ASSET MANAGEMENT is required to disclose any potential conflicts of interest or disciplinary actions that may affect its ability to provide unbiased financial advice. These disclosures can be found on the firm’s Form ADV, which is publicly available on the SEC website.