About KABOTRA INVESTMENT ADVISORY LLC
KABOTRA INVESTMENT ADVISORY LLC is a leading financial firm that provides expert investment advice to clients. With a team of experienced professionals, KABOTRA INVESTMENT ADVISORY LLC is committed to helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized investment strategies
- Offers a wide range of financial services
- Works with various types of clients
- Transparent fee and compensation structure
- Dedicated to providing high-quality advice and service
Facts and Insights
At KABOTRA INVESTMENT ADVISORY LLC, we believe in transparent and honest communication with our clients. Here are some key facts and insights about our services:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance consulting
Client Types
Our team at KABOTRA INVESTMENT ADVISORY LLC works with a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Corporations
- Non-profits
Fees & Compensation
As a fiduciary, KABOTRA INVESTMENT ADVISORY LLC puts the best interests of our clients above all else. We have a transparent fee and compensation structure, and our fees are based on a percentage of assets under management. We do not receive any commissions or hidden fees.
Background
KABOTRA INVESTMENT ADVISORY LLC was founded in 2005 by John Kabotra, a seasoned financial advisor with over 20 years of experience. John and his team are dedicated to providing personalized and high-quality financial advice to their clients.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of potential conflicts of interest and any disciplinary actions against their financial advisor. At KABOTRA INVESTMENT ADVISORY LLC, we have a clean record and always prioritize the best interests of our clients.
In conclusion, KABOTRA INVESTMENT ADVISORY LLC is committed to providing top-notch financial services to help our clients achieve their goals. With a transparent and honest approach, we tailor our strategies to meet the unique needs of each client. Contact us today to learn more about how we can help you with your financial journey.