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How does the advisor help clients – Key Takeaways:
KCM INVESTMENT ADVISORS is a trusted financial advisor with a team of experienced professionals dedicated to providing superior financial planning and investment management services to clients. This article will provide insights into the services offered by KCM INVESTMENT ADVISORS, the types of clients they work with, and their background and financial disclosures.
Facts and Insights
KCM INVESTMENT ADVISORS was founded in 2010 and is headquartered in New York City. They have a track record of success, with over 10 years in the industry and a team of 15 advisors. Currently, KCM INVESTMENT ADVISORS manages over $500 million in assets for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2010 | 15 | $500 million |
Financial Services Offered
KCM INVESTMENT ADVISORS provides a wide range of financial services to their clients, including financial planning, investment management, retirement planning, and tax planning. They also offer specialized services such as estate planning, risk management, and education planning.
Client Types
KCM INVESTMENT ADVISORS works with a diverse group of clients, including individuals, families, and businesses. They also serve clients across various industries, including healthcare, technology, and finance.
Fees & Compensation
KCM INVESTMENT ADVISORS charges a percentage-based fee for their services, typically based on the assets they manage for their clients. This fee structure ensures that their interests are aligned with their clients, as they only make money when their clients do.
Background
KCM INVESTMENT ADVISORS was founded by a team of experienced financial professionals with a shared passion for helping individuals and businesses reach their financial goals. They bring a wealth of knowledge and expertise to their clients, ensuring that they receive personalized and comprehensive financial advice.
Financial Advisor Disclosures to Know
KCM INVESTMENT ADVISORS is a registered investment advisor with the Securities and Exchange Commission (SEC). This means that they are held to a fiduciary standard, requiring them to always act in the best interests of their clients. They also have a clean record with no reported disciplinary actions or regulatory events.