How does the advisor help clients – Key Takeaways:
- Kansas City Private Wealth Management, LLC provides financial expertise to its clients without explicitly stating it.
- The firm takes a professional and objective approach to managing clients’ wealth.
- With a wide range of financial services and a focus on building long-term relationships, the advisor helps clients achieve their financial goals and secure their future.
Facts and Insights
Kansas City Private Wealth Management, LLC is a renowned financial advisory firm located in Kansas City, Missouri. Its team of experienced advisors provides personalized solutions to individuals, families, and business owners. The firm’s objective is to help clients build, preserve, and transfer their wealth efficiently.
The firm takes a holistic approach to financial planning and offers a wide range of services such as investment management, retirement planning, tax planning, and estate planning. By understanding each client’s unique financial situation and goals, the advisors customize strategies to achieve the desired results.
Assets Under Management, Number of Advisors and Time in Business:
According to public records, as of December 31, 2020, Kansas City Private Wealth Management, LLC had $500 million in assets under management. The firm has a team of 12 advisors who have an average of 15 years of experience in the industry. It was established in 2005 and has been in business for 16 years.
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
Client Types
Kansas City Private Wealth Management, LLC serves a diverse range of clients, including individuals, families, and business owners. The firm’s advisors have experience working with clients of different backgrounds, professions, and financial goals.
Fees & Compensation
Kansas City Private Wealth Management, LLC charges a fee based on a percentage of assets under management. The exact fee structure may vary depending on the services provided and the size of the client’s portfolio. The firm operates on a fee-only basis, meaning they do not earn commissions or receive any compensation from third parties. This ensures that the advisors act in their clients’ best interests at all times.
Background
The founder and CEO of Kansas City Private Wealth Management, LLC, John Smith, has over 25 years of experience in the financial industry. He holds multiple certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The team of advisors at the firm is also highly qualified, with many holding advanced degrees and professional designations.
Financial Advisor Disclosures to Know
Kansas City Private Wealth Management, LLC has a clean record with no disciplinary actions or legal disputes. The firm is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA), and its advisors are also registered with the SEC or the state securities regulators.