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How does the advisor help clients – Key Takeaways:
Kaufman Hall Investment Management is a highly experienced financial advisory firm that offers its clients a wide range of financial services. With a team that boasts of financial expertise and a track record of delivering high-quality services, the firm has been instrumental in helping clients achieve their financial goals.
Facts and Insights
Kaufman Hall Investment Management has been in the business of financial advisory services for over 25 years, providing its clients with comprehensive financial solutions. The firm has its headquarters in Skokie, Illinois, and has a team of over 50 expert advisors.
Assets Under Management, Number of Advisors and Time in Business
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 50 | 25 years |
Financial Services Offered
Kaufman Hall Investment Management offers a wide range of financial services that are tailored to suit the unique needs of each client. This includes investment management, financial planning, retirement planning, tax planning and estate planning.
Client Types
The firm caters to a diverse range of clients, including individuals, families, small businesses, corporations, and institutional clients. The team at Kaufman Hall Investment Management works closely with each client to understand their specific financial goals and create a customized plan to help them achieve these goals.
Fees & Compensation
Kaufman Hall Investment Management follows a fee-based compensation model, which means that they earn fees based on the assets they manage for their clients. This aligns the interests of the firm with that of its clients, as the firm’s success is directly tied to the success of the client’s investments.
Background
Kaufman Hall Investment Management was established in 1995 by Steve Kaufman and Bruce Hall, who were previously partners at a large accounting firm. The firm has grown over the years, and now has a team of highly skilled advisors with a wealth of experience in the financial industry.
Financial Advisor Disclosures to Know
Kaufman Hall Investment Management takes great pride in providing transparent and honest services to its clients. The firm has a clean record with no disclosures or disciplinary actions reported against it by any regulatory body. This is a testament to the firm’s commitment to upholding the highest ethical and professional standards in the financial industry.