KELLNER CAPITAL MANAGEMENT, INC. is a leading financial management firm that has been providing expert services to clients for over 20 years. Founded in 2000 by CEO and financial expert, John Kellner, the company has built a reputation for delivering exceptional financial advice to clients of all backgrounds.
How does the advisor help clients – Key Takeaways:
The team at KELLNER CAPITAL MANAGEMENT, INC. understands that every client has unique financial needs and goals. That’s why the company offers a personalized approach to financial management, providing tailored solutions that meet the specific needs of each client. The following are key takeaways on how the advisor helps clients:
- Expert financial advice backed by over 20 years of experience
- A personalized approach to financial management
- Tailored solutions to meet each client’s specific needs
- Access to a team of highly qualified financial experts
- Ongoing support and guidance to help clients achieve their financial goals
Facts and Insights
KELLNER CAPITAL MANAGEMENT, INC. prides itself on staying up-to-date with the latest financial trends and insights. By closely monitoring the market and economic environment, the company is able to provide clients with informed financial advice that is tailored to their unique needs. Here are some key facts and insights from the experts at KELLNER CAPITAL MANAGEMENT, INC.:
- The financial market is constantly evolving and it’s important to stay ahead of the curve
- A well-diversified portfolio is key to achieving long-term financial success
- Developing a financial plan that is tailored to individual needs is essential for achieving financial goals
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
KELLNER CAPITAL MANAGEMENT, INC. offers a wide range of financial services to cater to the diverse needs of their clients. Whether it’s building a strong investment portfolio, planning for long-term financial goals, or managing debt and expenses, the company has the expertise and resources to help clients achieve financial success. Some of the financial services offered include:
- Investment and portfolio management
- Retirement planning
- Wealth management
- Tax planning and preparation
- Estate planning
- Debt and cash flow management
Client Types
KELLNER CAPITAL MANAGEMENT, INC. caters to a diverse clientele, including individuals, families, small business owners, and corporations. The company understands that each client has unique financial needs, and is dedicated to providing tailored solutions to help them achieve their goals. Here are the different types of clients the company serves:
- High-net-worth individuals and families
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation
KELLNER CAPITAL MANAGEMENT, INC. strongly believes in providing transparent and fair pricing for their services. The company charges a percentage of assets under management as well as a percentage of trading commissions. These fees are clearly outlined and explained to clients before any services are rendered. The company does not receive any additional compensation, such as commissions or referral fees, ensuring that their advice is always in the best interest of the client.
Background
The founder and CEO of KELLNER CAPITAL MANAGEMENT, INC., John Kellner, has over 30 years of experience in the financial industry. He holds multiple certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The company is managed by a team of highly qualified financial experts who bring a wealth of knowledge and experience to the table. The team is dedicated to providing exceptional financial services to clients and helping them achieve their goals.
Financial Advisor Disclosures to Know
KELLNER CAPITAL MANAGEMENT, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). As required by law, the company discloses any potential conflicts of interest or material facts to their clients