and
How does the advisor help clients – Key Takeaways:
KACHKOVSKY & FISHER, INC. is a financial advisory firm that provides investment management, financial planning, and retirement planning services. Their team of experienced advisors are dedicated to helping clients achieve their financial goals through personalized strategies and transparent advice.
Facts and Insights
Founded in 2005, KACHKOVSKY & FISHER, INC. has been serving clients for over 15 years. The firm currently has $500 million in assets under management and employs 10 advisors who hold various professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Their goal is to provide clients with sound financial advice and help them make well-informed investment decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2020 | $500 | 10 |
| 2019 | $450 | 9 |
| 2018 | $400 | 8 |
Financial Services Offered
KACHKOVSKY & FISHER, INC. offers a range of financial services to help clients meet their individual needs. These services include investment management, financial planning, retirement planning, tax planning, and estate planning. The firm takes a holistic approach to financial planning, considering various factors such as risk tolerance, time horizon, and financial goals to create customized strategies for each client.
Client Types
The firm primarily works with high net worth individuals, families, and business owners. They also serve corporate clients, offering retirement plan consulting and 401(k) management services. Their advisors have experience working with a diverse group of clients and can adapt their services to fit the unique needs of each individual or organization.
Fees & Compensation
KACHKOVSKY & FISHER, INC. charges a fee based on a percentage of the assets under management. This fee is typically between 1% to 2%, depending on the complexity of the client’s needs. They believe in transparency and do not receive any commissions or compensation from third-party products. This ensures that their advisors act in the best interest of their clients and avoid any potential conflicts of interest.
Background
KACHKOVSKY & FISHER, INC. was founded by Alex Kachkovsky and John Fisher in 2005. Both founders have extensive experience in the financial industry and are committed to providing clients with quality financial advice. They believe in building strong, long-lasting relationships with their clients and work closely with them to understand their unique needs and goals.
Financial Advisor Disclosures to Know
KACHKOVSKY & FISHER, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in the best interest of their clients at all times. As such, they are required to disclose any potential conflicts of interest and provide transparency in their fees and compensation structure. Clients can trust that their advisors at KACHKOVSKY & FISHER, INC. have their best interests in mind when providing financial advice.