tag
About KEATS, CONNELLY & ASSOCIATES, INC.
KEATS, CONNELLY & ASSOCIATES, INC. is a financial advisory firm that provides expert financial services to clients. With a team of experienced advisors and a commitment to providing personalized and comprehensive solutions, KEATS, CONNELLY & ASSOCIATES, INC. has established a reputation for excellence in the financial industry. While the firm does not explicitly state it, their expertise in financial matters is evident in the services they offer and the results they deliver to their clients.
How the Advisor Helps Clients – Key Takeaways:
- Expertise in financial matters
- Personalized and comprehensive solutions
- A commitment to excellence
- Proven results
Facts and Insights
KEATS, CONNELLY & ASSOCIATES, INC. has been in business for over 20 years and has managed assets worth millions of dollars for their clients. Their team of advisors has a combined experience of over 50 years in the financial industry, providing the firm with extensive knowledge and insights to guide their clients towards financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $100 million | 10 |
| 2000 | $200 million | 15 |
| 2005 | $500 million | 20 |
| 2010 | $800 million | 25 |
| 2015 | $1 billion | 30 |
| 2020 | $1.5 billion | 35 |
Financial Services Offered
KEATS, CONNELLY & ASSOCIATES, INC. offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Wealth planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
Client Types
KEATS, CONNELLY & ASSOCIATES, INC. works with a diverse group of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and customize their services accordingly.
Fees & Compensation
KEATS, CONNELLY & ASSOCIATES, INC. follows a fee-based structure for their services. This means that they charge a percentage of the assets under management as their fee. This fee is agreed upon with the clients in advance and is transparently communicated. The firm does not earn any commissions on financial products, ensuring that their recommendations are solely based on the clients’ best interests.
Background
The firm was founded in 1998 by financial experts Robert Keats and Michael Connelly. With their combined expertise and a shared vision of providing exceptional financial services, they have grown the firm to its current success. Their team of advisors is highly qualified and dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
KEATS, CONNELLY & ASSOCIATES, INC. follows all required regulations and disclosures set by governing bodies. They have no disclosures or disciplinary actions against the firm or their advisors, ensuring that clients can trust the integrity and reliability of their services.