How does the advisor help clients – Key Takeaways:
KEHOE INVESTMENT SERVICES, INC. helps clients achieve their financial goals by providing expert advice and guidance. Their team of experienced financial advisors offers a range of services and caters to various client types. With a strong track record and transparent fee structure, KEHOE INVESTMENT SERVICES, INC. is a trusted partner in financial planning and management.
Facts and Insights
KEHOE INVESTMENT SERVICES, INC. was founded in 1998 and has been providing top-notch financial services to clients for over two decades. With a team of six highly qualified advisors, the firm has a combined experience of over 75 years in the industry. Their commitment to delivering personalized and comprehensive financial solutions has earned them a loyal client base and a positive reputation in the market.
The firm manages $500 million in assets under management (AUM), placing them in the mid-size category of financial advisors. They primarily focus on investment management but also offer a range of other financial services, including retirement planning, education planning, and estate planning. Their diverse offerings make them a one-stop-shop for all financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 6 | 22 years |
Financial Services Offered
KEHOE INVESTMENT SERVICES, INC. offers a comprehensive range of financial services to cater to their clients’ diverse needs. These services include:
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Wealth Management
Client Types
KEHOE INVESTMENT SERVICES, INC. serves a wide range of client types, including individuals, families, businesses, and institutions. Their experienced advisors work closely with each client to understand their unique financial goals and develop tailored solutions to help them achieve success.
Fees & Compensation
KEHOE INVESTMENT SERVICES, INC. follows a transparent fee structure, ensuring that clients fully understand what they are paying for. Their fees are primarily based on a percentage of assets under management and vary depending on the client’s AUM and the complexity of their financial situation. They also offer hourly and fixed fees for specific services, providing flexibility for clients.
Background
KEHOE INVESTMENT SERVICES, INC. was founded by John Kehoe, who has over 30 years of experience in the financial industry. He wanted to create a firm that prioritized clients’ interests above all else and provided them with personalized, unbiased advice. Today, the firm continues to uphold this philosophy and has expanded to a team of six experienced advisors.
Financial Advisor Disclosures to Know
KEHOE INVESTMENT SERVICES, INC. believes in full transparency and provides all necessary disclosures to clients. These disclosures include any potential conflicts of interest, legal or disciplinary actions, and relevant fees and compensation. This information is readily available for clients to review and ensures they can make informed decisions.