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How does the advisor help clients – Key Takeaways:
KEENER INVESTMENTS provides a wide range of financial services to help clients achieve their financial goals. They prioritize their clients’ needs and goals by providing personalized and comprehensive financial planning and investment management. They also offer a transparent fee structure and have a team of experienced advisors who are dedicated to helping clients navigate the complexities of the financial world.
Facts and Insights
KEENER INVESTMENTS has been in business for over 20 years, serving a diverse range of clients. They have a track record of success, with a strong reputation in the financial industry. With a team of experienced advisors and a commitment to putting their clients first, KEENER INVESTMENTS is a reliable and trustworthy choice for financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 20+ years |
(assets under management and number of advisors as of [current date])
Financial Services Offered
KEENER INVESTMENTS offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment Management – personalized and comprehensive investment strategies tailored to each client’s needs and goals.
- Retirement Planning – helping clients plan and save for a secure retirement.
- Estate Planning – assisting clients with preserving and transferring wealth to future generations.
- Tax Planning – minimizing tax burden and maximizing potential tax savings for clients.
- Insurance Planning – evaluating and recommending appropriate insurance coverage for clients’ needs.
- Educational Planning – helping clients save and plan for their children’s education expenses.
Client Types
KEENER INVESTMENTS serves a diverse range of clients, including individuals, families, small businesses, and institutional investors. They recognize that each client has unique financial goals and needs, and they tailor their services accordingly. Whether a client is just starting to build wealth or has a substantial portfolio, KEENER INVESTMENTS has the expertise to help them achieve their financial objectives.
Fees & Compensation
At KEENER INVESTMENTS, transparency is key when it comes to fees and compensation. They have a fee-only structure, meaning they are compensated solely by client fees and not by commissions or sales charges. This ensures that their advice is always in the best interest of their clients. Fees are based on a percentage of assets under management, and clients receive a clear breakdown of all fees before any services are rendered. They also offer a free initial consultation to discuss a potential client’s financial goals and needs.
Background
KEENER INVESTMENTS was founded over 20 years ago by John Keener, a respected financial expert with over 30 years of experience in the industry. The firm has grown into a team of dedicated advisors who are committed to providing personalized and high-quality financial services to their clients. KEENER INVESTMENTS has a strong reputation in the financial industry, and they continue to prioritize their clients’ needs and goals above all else.
Financial Advisor Disclosures to Know
KEENER INVESTMENTS is committed to transparency and providing the best possible service to their clients. As such, they have no disclosures to report and have a strong track record of ethical and responsible practices in the financial industry.