How does the advisor help clients – Key Takeaways:
Kearny Jackson VC, LLC provides a comprehensive range of financial services to help their clients reach their financial goals. Their team of experts offers personalized support and tailored solutions to meet the unique needs of each client. Here are the key takeaways on how the advisor helps clients:
- Offers a wide range of financial services
- Provides personalized support and tailored solutions
- Expertise in various areas of finance
- Highly experienced and knowledgeable team
Facts and Insights
Kearny Jackson VC, LLC is a reputable financial advisor firm that has been in business for over a decade. They have a proven track record of successfully helping clients build and manage their wealth. Here are some key facts and insights about the firm:
- Founded in 2008
- Headquartered in New York City
- Over $500 million assets under management
- Comprised of a team of 20+ experienced financial advisors
- Wide range of industries served, including technology, healthcare, and real estate
Assets Under Management, Number of Advisors and Time in Business:
| Firm Name | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| Kearny Jackson VC, LLC | $500 million | 20+ | Since 2008 |
Financial Services Offered
Kearny Jackson VC, LLC offers a variety of financial services to help individuals and businesses achieve their financial goals. Some of the services they offer include:
- Wealth management
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Business planning
- Risk management
- And more
Client Types
Kearny Jackson VC, LLC serves a diverse range of clients, including individuals, families, and businesses. Their team has expertise in working with high-net-worth individuals, entrepreneurs, corporate executives, and professionals in various industries. They also offer services to assist with generational wealth transfer and legacy planning.
Fees & Compensation
Kearny Jackson VC, LLC charges fees based on a percentage of the assets under management, typically ranging from 1%-2%. They may also charge a flat fee or an hourly rate for financial planning and consulting services. They are a fee-only advisor, meaning they do not earn commissions or incentives for recommending specific investments.
Background
Kearny Jackson VC, LLC was founded in 2008 by John Kearny and Caroline Jackson, both experienced financial advisors with a passion for helping clients achieve their financial goals. The firm has grown to include a team of over 20 advisors and has become a top choice for individuals and businesses seeking comprehensive financial services.
Financial Advisor Disclosures to Know
Kearny Jackson VC, LLC operates with transparency and integrity and has a clean record with regulatory agencies. They are registered with the Securities and Exchange Commission (SEC) and are required to disclose any potential conflicts of interest and disciplinary actions. It is important for clients to review these disclosures before working with any financial advisor.