How does the advisor help clients – Key Takeaways:
As a leading financial firm, KELSO & COMPANY, L.P. provides expert advice and guidance to clients in various financial areas. They have a team of dedicated professionals who work tirelessly to help clients achieve their financial goals and objectives. The following are key takeaways on how KELSO & COMPANY, L.P. helps their clients:
- Offers a wide range of financial services.
- Caters to different types of clients.
- Transparent and fair fee structure.
- Experienced and knowledgeable advisors.
Facts and Insights
KELSO & COMPANY, L.P. was founded in 1991 and has been in business for over 30 years. They have built a solid reputation for providing exceptional financial services to clients. Their team of advisors has a wealth of knowledge and experience in the financial industry, making them a reliable source of information and guidance for clients. They have a customer-focused approach, ensuring that their clients’ needs and goals are always top priority.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3.5 billion | 25+ | 30+ years |
Financial Services Offered
KELSO & COMPANY, L.P. offers a comprehensive range of financial services to clients, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
- Asset protection
Their advisors work closely with clients to understand their financial needs and goals, and create customized financial plans to help them achieve their objectives.
Client Types
KELSO & COMPANY, L.P. caters to a diverse range of clients, including individuals, families, small businesses, and institutions. They have the expertise and resources to serve clients from all backgrounds and walks of life. Their team of advisors has a deep understanding of the unique financial needs of different client types and works to provide tailored solutions to meet their specific needs.
Fees & Compensation
KELSO & COMPANY, L.P. believes in fair and transparent fee structures. They do not charge any commissions, and their fees are based on a percentage of assets under management. This fee structure ensures that their advisors’ interests are aligned with their clients, as they only earn when their clients’ investments grow.
Background
KELSO & COMPANY, L.P. is a privately owned company that has been in business since 1991. Their team of advisors has decades of combined experience in the financial industry, making them a highly reputable and trusted firm in the financial market.
Financial Advisor Disclosures to Know
As a registered investment advisor, KELSO & COMPANY, L.P. is required to disclose any potential conflicts of interest to clients. They have a fiduciary duty to act in their clients’ best interests, and their advisors are held to a high standard of ethics and professionalism. Clients can rest assured that their advisors will always act with integrity and transparency, putting the clients’ needs first.