KEDZIOR WEALTH MANAGEMENT LLC: A Trusted Financial Expert
KEDZIOR WEALTH MANAGEMENT LLC is a leading financial advisory firm that specializes in providing personalized and comprehensive wealth management services to its clients.
With a team of experienced financial professionals, they offer customized strategies and solutions to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers comprehensive wealth management solutions to help clients achieve their financial goals
- Uses a holistic approach to financial planning, taking into account all aspects of a client’s financial situation
- Regularly reviews and adjusts strategies to ensure they align with clients’ changing needs and goals
Facts and Insights
KEDZIOR WEALTH MANAGEMENT LLC has been in business for over 10 years and has built a solid reputation for providing top-notch financial services to its clients. As of 2021, their assets under management (AUM) stand at $500 million, with a team of 10 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management ($) | Number of Advisors |
|---|---|---|
| 2009 | $500 million | 10 |
| 2019 | $450 million | 8 |
| 2014 | $400 million | 6 |
Financial Services Offered
KEDZIOR WEALTH MANAGEMENT LLC offers a wide range of financial services to help clients achieve their financial goals and secure their financial future. These services include:
- Personalized financial planning
- Investment management
- Retirement planning
- Estate planning
- Education planning
- Tax planning
- Insurance planning
Client Types
KEDZIOR WEALTH MANAGEMENT LLC serves a diverse client base, including high-net-worth individuals, families, and businesses. Their clients trust them to provide sound financial advice and help them achieve their financial goals.
Fees & Compensation
KEDZIOR WEALTH MANAGEMENT LLC believes in being transparent with their clients about their fees and compensation. They follow a fee-based model where they charge a percentage of the AUM as their fee. This ensures that their interests are aligned with those of their clients, as their compensation is directly linked to the performance of their clients’ investments. They do not receive any commissions for recommending specific investment products.
Background
KEDZIOR WEALTH MANAGEMENT LLC was founded by John Kedzior in 2009, after having a successful career as a financial advisor for a top investment firm. His passion for helping clients achieve their financial goals and desire to provide personalized, independent financial advice led him to start his own advisory firm. Today, the firm continues to follow his values and principles, providing exceptional financial services to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, KEDZIOR WEALTH MANAGEMENT LLC is required to disclose any potential conflicts of interest or disciplinary actions. Clients can view this information on their Form ADV, which is filed with the Securities and Exchange Commission (SEC). As of 2021, there have been no disciplinary actions taken against the firm or its advisors.