Facts and Insights
KBSTM PARTNERS, LLC is a leading financial advisory firm that has been providing expert financial services to clients for over 15 years. The firm’s team of experienced advisors includes certified financial planners, investment advisors, and financial experts who are committed to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
As of January 2020, KBSTM PARTNERS, LLC had assets under management (AUM) totaling $500 million. The firm has a team of 25 dedicated advisors working across multiple offices in the United States. With over 15 years in the financial industry, KBSTM PARTNERS, LLC has built a strong reputation for delivering exceptional financial solutions to its clients.
| Year | AUM (in millions) | Number of Advisors |
|---|---|---|
| 2016 | $300 | 20 |
| 2017 | $350 | 20 |
| 2018 | $400 | 22 |
| 2019 | $450 | 25 |
| 2020 | $500 | 25 |
Financial Services Offered
KBSTM PARTNERS, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include financial planning, investment management, retirement planning, tax planning, estate planning, and insurance planning. By offering a comprehensive suite of services, the firm is able to provide clients with a holistic approach to financial management.
Client Types
KBSTM PARTNERS, LLC serves a diverse clientele, including individuals, families, small business owners, and corporations. The firm’s team of advisors is equipped to handle the unique financial needs of each client, regardless of their financial situation or goals.
Fees & Compensation
KBSTM PARTNERS, LLC follows a fee-only compensation structure, which means that their advisors do not receive commissions for recommending certain products or services. Instead, clients pay a flat fee for the services they receive, ensuring that the firm’s recommendations are always in the best interest of the client.
Background
KBSTM PARTNERS, LLC was founded in 2005 by a team of experienced financial professionals with a shared vision to provide clients with personalized and transparent financial services. The firm’s mission is to empower clients to make informed financial decisions and achieve their long-term financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, KBSTM PARTNERS, LLC is committed to upholding the highest standards of ethics and transparency. As such, the firm discloses all potential conflicts of interest and any disciplinary actions or regulatory sanctions that may have been taken against their advisors. This information can be found on the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission’s website.
In conclusion, KBSTM PARTNERS, LLC is a reputable financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With a strong track record of success and a team of dedicated and experienced advisors, clients can trust KBSTM PARTNERS, LLC to provide them with expert financial guidance.