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How does the advisor help clients – Key Takeaways:
KANNO CAPITAL is a leading financial advisory firm that offers expert counsel to clients seeking wealth management and financial planning services. With a team of experienced professionals and a range of services, KANNO CAPITAL is dedicated to helping clients achieve their financial goals.
Facts and Insights
Here are some key facts and insights about KANNO CAPITAL:
Assets Under Management: KANNO CAPITAL currently manages over $500 million in assets under management.
Number of Advisors: KANNO CAPITAL has a team of 10 highly qualified advisors with a range of specialties and expertise.
Time in Business: KANNO CAPITAL has been in business for over 20 years, providing exceptional financial services to clients.
Financial Services Offered
KANNO CAPITAL offers a wide range of financial services to cater to the diverse needs of its clients. These include:
- Wealth management
- Investment planning
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
- Business succession planning
Client Types
KANNO CAPITAL works with a variety of clients, including individuals, families, small business owners, and corporate executives. The firm has the resources and expertise to serve clients from all walks of life and help them achieve their unique financial goals.
Fees & Compensation
KANNO CAPITAL believes in transparency and strives to provide its clients with fair and competitive pricing for its services. The firm offers fee-based compensation, which means that advisors are compensated based on a percentage of the assets they manage for clients. This ensures that the firm’s incentives are aligned with its clients’ interests.
Background
KANNO CAPITAL was founded in 2000 by John Kanno, a seasoned financial advisor with over 30 years of experience in the industry. John’s vision was to create a firm that puts clients’ needs first and provides high-quality financial advice and services.
KANNO CAPITAL has since grown and established itself as a trusted and reputable firm in the financial industry. The firm’s success is attributed to its dedicated team of advisors who are committed to providing personalized and comprehensive financial solutions to clients.
Financial Advisor Disclosures to Know
It is important to note the following disclosures when working with a financial advisor at KANNO CAPITAL:
- KANNO CAPITAL is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm has a fiduciary duty to act in the best interests of its clients.
- KANNO CAPITAL may have conflicts of interest, but discloses them to clients and manages them appropriately.
- The firm may receive compensation from third-party companies for recommending their products or services to clients. However, this does not influence the firm’s advice and recommendations to clients.