How does KEIM & ASSOCIATES, INC. help clients – Key Takeaways:
KEIM & ASSOCIATES, INC. is a leading financial advisory firm with a team of experienced and knowledgeable advisors who are dedicated to helping their clients achieve their financial goals. They offer a wide range of financial services and cater to various types of clients, making them a highly sought-after firm in the industry.
Facts and Insights
KEIM & ASSOCIATES, INC. was established in 2003 and has since then been providing excellent financial advisory services to its clients. The firm has over $500 million in assets under management and its team of advisors has a combined experience of over 50 years in the financial industry. With such a strong track record, it is no surprise that they have a loyal client base and a stellar reputation in the market.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10+ |
| Time in Business: | 18 years |
Financial Services Offered
KEIM & ASSOCIATES, INC. offers a comprehensive range of financial services to its clients. They specialize in investment management, retirement planning, tax planning, and estate planning. They also offer financial planning services for college savings, insurance needs, and charitable giving. With their tailored approach, they ensure that each client’s unique financial needs and goals are met.
Client Types
KEIM & ASSOCIATES, INC. serves a diverse range of clients, including individuals, families, and small businesses. Their team of advisors has the expertise to cater to the needs of high-net-worth clients as well as those who are just starting to build their wealth. They also have a focus on working with multi-generational clients, helping them with legacy planning and wealth transfer strategies.
Fees & Compensation
KEIM & ASSOCIATES, INC. operates on a fee-only basis, meaning they do not receive any commissions or third-party compensation for their services. This ensures that their advice is unbiased and in the best interest of their clients. The firm charges a percentage of assets under management as their fee, which is determined based on the client’s total account balance and the complexity of their financial situation.
Background
KEIM & ASSOCIATES, INC. was founded by John Keim, a highly experienced financial advisor with over 25 years of experience in the industry. He leads a team of dedicated advisors who are committed to providing exceptional service to their clients. The firm takes a holistic and personalized approach to financial planning, ensuring that their clients’ overall financial well-being is taken care of.
Financial Advisor Disclosures to Know
As a registered investment advisor, KEIM & ASSOCIATES, INC. is required by law to disclose any potential conflicts of interest to their clients. This includes any affiliations with third-party companies, potential conflicts in providing certain services, and any disciplinary actions taken against the firm or its advisors. These disclosures can be found on the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission (SEC) website.