KELLY PARK MANAGEMENT II LLC is a leading financial management company that provides expert advice to clients. With a team of experienced professionals, KELLY PARK MANAGEMENT II LLC offers a wide range of financial services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice tailored to each client’s specific needs and goals.
- Offers a range of financial services, including investment management, retirement planning, and estate planning.
- Utilizes a team-based approach to ensure clients have access to a diverse range of expertise.
- Strives to build long-term relationships with clients by delivering reliable and consistent results.
Facts and Insights
Incorporated in 2005, KELLY PARK MANAGEMENT II LLC has been in business for over 15 years. It currently has $1.2 billion in assets under management and a team of 8 advisors who are dedicated to providing high-quality financial services to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 8 | 15+ years |
Financial Services Offered
KELLY PARK MANAGEMENT II LLC offers a comprehensive range of financial services, including but not limited to:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
KELLY PARK MANAGEMENT II LLC caters to a diverse range of clients, including:
- Individuals and families
- Small business owners
- High-net-worth individuals
- Corporate executives
Fees & Compensation
KELLY PARK MANAGEMENT II LLC charges a fee based on a percentage of assets under management, typically between 1-2% per year. This ensures that the company’s interests are aligned with their clients’ interests, as they only earn more when their clients’ portfolios grow.
Background
KELLY PARK MANAGEMENT II LLC was founded by financial expert Kelly Park, who has over 25 years of experience in the financial industry. Under her leadership, the company has grown to become a trusted and reputable financial management firm.
Financial Advisor Disclosures to Know
KELLY PARK MANAGEMENT II LLC operates under a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They disclose any potential conflicts of interest and provide transparent and honest communication with their clients.