How does the advisor help clients – Key Takeaways:
Kelly Park Investment LLC is a financial firm that specializes in providing expert advice and services to individuals looking to grow and manage their wealth. With their team of experienced advisors, the firm helps clients to achieve their financial goals through personalized strategies and sound investment decisions.
Facts and Insights
The following table provides an overview of the assets under management, number of advisors, and the time the firm has been in business:
Financial Services Offered
Kelly Park Investment LLC offers a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm caters to a diverse range of clients, including high net worth individuals, families, and small business owners. They understand that each client has unique financial goals and needs, and they tailor their services accordingly.
Fees & Compensation
Kelly Park Investment LLC operates on a fee-only basis, meaning that they do not receive any commissions or compensation from third parties. This ensures that their advisors are always acting in the best interests of their clients and not influenced by any outside factors. Their fees are transparent and based on the assets under management, ensuring that they are aligned with their clients’ success.
Background
The firm was founded in 2010 by Kelly Park, a highly experienced financial expert with over 20 years of experience in the industry. Under his leadership, the firm has grown to become a trusted and respected name in the financial advisory world. The team at Kelly Park Investment LLC consists of skilled advisors with diverse backgrounds and expertise, allowing them to provide comprehensive and well-rounded services to their clients.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is crucial to understand their background and any potential conflicts of interest. At Kelly Park Investment LLC, the following disclosures are available to clients:
- Disclosure of any potential conflicts of interest
- Disclosure of any disciplinary actions taken against the firm or its advisors
- Disclosure of any affiliations or partnerships with other financial institutions
These disclosures ensure that clients are fully informed and can make educated decisions when working with the firm.