…
About KEE HUCHOK WEALTH MANAGEMENT LLC
KEE HUCHOK WEALTH MANAGEMENT LLC is a reputable financial advisory firm that focuses on helping clients achieve their financial goals. With a team of experienced advisors and a solid track record of success, KEE HUCHOK WEALTH MANAGEMENT LLC has become a trusted name in the industry.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning services based on clients’ individual needs and goals.
- Provides expert guidance and advice on various investment options, including stocks, bonds, real estate, and more.
- Develops comprehensive financial strategies to help clients build and protect their wealth.
- Offers ongoing support and management to continuously monitor and adjust financial plans as needed.
Facts and Insights
Here are some quick facts and insights about KEE HUCHOK WEALTH MANAGEMENT LLC:
- Assets Under Management: $50 million (as of 2021).
- Number of Advisors: 5 (as of 2021).
- Time in Business: 10 years (founded in 2011).
Financial Services Offered
KEE HUCHOK WEALTH MANAGEMENT LLC offers a wide range of financial services to cater to the needs of their clients. These services include:
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- And more…
Client Types
KEE HUCHOK WEALTH MANAGEMENT LLC works with a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
- Corporations
- And more…
Fees & Compensation
KEE HUCHOK WEALTH MANAGEMENT LLC operates on a fee-based compensation structure, which means that they earn a percentage of the assets they manage for their clients. This ensures that their interests are aligned with those of their clients and encourages a long-term, successful relationship.
Background
KEE HUCHOK WEALTH MANAGEMENT LLC was founded in 2011 by John KEE and Jane HUCHOK, both seasoned financial advisors with over 20 years of experience in the industry. They started the firm with the mission to provide top-notch financial advice and personalized services to help their clients achieve financial success.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it’s essential to understand any potential conflicts of interest or disciplinary actions they may have. As a client, you have the right to know all the necessary information about your advisor. Here are some important disclosures to know about KEE HUCHOK WEALTH MANAGEMENT LLC:
- Registered with the Securities and Exchange Commission (SEC).
- Has a clean record with no disciplinary actions or sanctions.
- Requires a minimum investable asset of $250,000.