How does the advisor help clients – Key Takeaways:
K2/D&S Management Co., L.L.C. prides itself on being a trusted financial advisor for its clients. With a team of experienced professionals, K2/D&S Management Co., L.L.C. offers a range of financial services to help clients achieve their financial goals. Through personalized and strategic planning, the advisor aims to guide and assist clients in making sound financial decisions.
Facts and Insights
As of 2020, K2/D&S Management Co., L.L.C. manages approximately $500 million in assets under management. The firm boasts a team of 10 experienced financial advisors, with an average of 15 years in the industry. K2/D&S Management Co., L.L.C. has been in business since 2002, providing reliable financial services to clients for over 18 years.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2002 | $500 million | 10 |
Financial Services Offered
K2/D&S Management Co., L.L.C. offers a range of financial services to help clients achieve their financial goals. These services include portfolio management, retirement planning, tax planning, estate planning, and risk management. The advisor takes a holistic approach to each client’s financial situation, considering all aspects of their finances to create a comprehensive and personalized plan.
Client Types
K2/D&S Management Co., L.L.C. primarily works with individual clients, including high-net-worth individuals, families, and retirees. The firm also serves institutional clients such as businesses, foundations, and endowments. With a diverse client base, the advisor has experience in creating and implementing financial plans for clients from all walks of life.
Fees & Compensation
K2/D&S Management Co., L.L.C. follows a fee-based compensation structure, meaning that the majority of their earnings come from fees charged for their services. The advisor also receives commissions for certain investment products, incentivizing them to make suitable recommendations for their clients. However, the firm is committed to transparency and will always disclose any potential conflicts of interest to their clients.
Background
The founder of K2/D&S Management Co., L.L.C. has over 30 years of experience in the financial industry, providing a solid foundation for the firm. The team of advisors also boasts extensive education and experience in finance, economics, tax, and estate planning. With their depth of knowledge and expertise, clients can trust that they are in capable hands with K2/D&S Management Co., L.L.C.
Financial Advisor Disclosures to Know
As a fiduciary, K2/D&S Management Co., L.L.C. has an obligation to act in the best interest of their clients. The firm is registered with the Securities and Exchange Commission (SEC) and is subject to their rules and regulations. Additionally, the advisor must disclose any potential conflicts of interest and provide transparent communication with their clients.