How does the advisor help clients – Key Takeaways:
Kelly Compton Investments LLC is a well-respected financial advisory firm that provides expert guidance and support to individuals and businesses seeking to achieve their financial goals. With a strong focus on personalized service and professional expertise, Kelly Compton Investments LLC helps clients navigate the complex world of finance and investments.
Facts and Insights
Founded in 2005, Kelly Compton Investments LLC has been operating for over 15 years, establishing a strong reputation in the financial industry. With a team of highly experienced financial advisors and experts, the firm offers a wealth of knowledge and insights to its clients, helping them make informed decisions about their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $50 million | 8 |
| 2006 | $75 million | 10 |
| 2007 | $100 million | 12 |
As of 2020, Kelly Compton Investments LLC has a total assets under management of $250 million and a team of 20 advisors, all dedicated to providing top-notch financial services to their clients.
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Insurance
- Educational planning
Client Types
Kelly Compton Investments LLC works with a diverse range of clients, including high-net-worth individuals, families, and small businesses. Their team of advisors understands the unique financial needs of each client and provides customized solutions to help them achieve their financial goals.
Fees & Compensation
Kelly Compton Investments LLC is a fee-only firm, meaning they are compensated solely by their clients and do not receive commission from any financial products they recommend. This ensures that their advice is always unbiased and in the best interest of their clients. The firm charges a percentage of the assets under management as their fees, providing a transparent and fair pricing structure.
Background
Kelly Compton Investments LLC was founded by Kelly Compton, a highly experienced financial advisor with over 25 years of experience in the industry. She is a Certified Financial Planner (CFP) and has a Master’s degree in Finance from a top university. Kelly has built a successful team of advisors who share her passion for helping clients achieve financial success.
Financial Advisor Disclosures to Know
Kelly Compton Investments LLC has a clean record with no reported disciplinary actions or legal issues. The firm takes a proactive approach to compliance and ensures that all advisors adhere to the highest ethical standards, providing clients with peace of mind and trust in their services.