KCR Wealth Management, LLC is a financial management firm that specializes in helping clients reach their financial goals through sound investment strategies. With a team of experienced and knowledgeable advisors, they provide personalized services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Takes a holistic approach to financial planning, considering all aspects of a client’s financial situation
- Offers a range of financial services to cater to different client needs and goals
- Works with clients to set realistic and achievable financial goals
- Regularly reviews and monitors client portfolios to ensure they are on track to meet their goals
- Provides ongoing support and guidance to clients, especially during times of market volatility
Facts and Insights:
KCR Wealth Management, LLC was founded in 2005 and is headquartered in Los Angeles, California. As of December 31, 2020, the firm manages over $1.5 billion in assets for 623 clients. The typical portfolio size for clients ranges from $500,000 to $5 million.
The firm has a team of 10 advisors, with a combined 130 years of experience in the financial industry. The advisors hold various certifications and accreditations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Advisor in Philanthropy (CAP).
Assets Under Management, Number of Advisors and Time in Business:
| Value | |
|---|---|
| Assets Under Management | $1.5 billion |
| Number of Advisors | 10 |
| Time in Business | 16 years |
Financial Services Offered:
- Financial planning and investment management
- Estate planning and wealth transfer strategies
- Tax planning and management
- Retirement planning and income distribution planning
- Risk management and insurance planning
- Education planning
Client Types:
KCR Wealth Management, LLC works with a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
- Non-profit organizations and foundations
- Trusts and estates
Fees & Compensation:
KCR Wealth Management, LLC charges a fee based on a percentage of assets under management. The fee structure is based on a tiered system, which decreases as assets under management increase. Clients can also choose to pay a flat fee or an hourly rate for financial planning services.
Background:
KCR Wealth Management, LLC was founded by John Harper in 2005. Mr. Harper has over 30 years of experience in the financial industry, and he holds numerous certifications and accreditations, including CFP, CFA, and CAP.
The firm’s team of advisors has diverse backgrounds and areas of expertise, allowing them to provide comprehensive financial planning services to clients.
Financial Advisor Disclosures to Know:
KCR Wealth Management, LLC has a clean record with no disciplinary actions or legal proceedings filed against the firm or its advisors. As a fiduciary, the firm is legally obligated to act in the best interests of its clients and provide full transparency about any potential conflicts of interest.