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About KEMP INVESTMENTS, LLC
KEMP INVESTMENTS, LLC is a financial advisory firm that provides a wide range of services to clients seeking expert financial advice. With a team of experienced and knowledgeable advisors, KEMP INVESTMENTS, LLC is dedicated to helping clients achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways:
- Evaluates clients’ current financial situation and helps them develop personalized financial plans
- Offers expert investment advice to help clients build and manage their portfolios
- Provides ongoing support and guidance to clients as they navigate through their financial journey
- Utilizes in-depth market research and analysis to make well-informed financial decisions
Facts and Insights
Founded in 1995, KEMP INVESTMENTS, LLC has been providing top-notch financial advisory services for over 25 years. The firm has amassed a wealth of knowledge and expertise, allowing them to deliver reliable and effective financial solutions to their clients. With a focus on building long-term relationships, KEMP INVESTMENTS, LLC strives to fully understand their clients’ needs and provide tailored services to help them reach their financial goals.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1995 | $500 million | 10 |
Financial Services Offered:
- Investment Management
- Portfolio Analysis
- Retirement Planning
- Estate Planning
- Tax Planning
- College Savings Planning
Client Types:
- Individuals
- Families
- Entrepreneurs
- Small Business Owners
Fees & Compensation:
KEMP INVESTMENTS, LLC operates on a fee-only basis, meaning that they do not receive any commissions from financial products. This approach ensures that the firm’s interests are aligned with their clients’ best interests. The firm charges a percentage of assets under management as their fee, providing transparency and eliminating any potential conflicts of interest.
Background:
KEMP INVESTMENTS, LLC was founded by John Kemp, a highly respected and experienced financial advisor. With a background in finance and a strong understanding of market trends, John has built a successful firm that is renowned for its exceptional services and client satisfaction. The firm’s team of advisors consists of industry professionals with diverse backgrounds and expertise, allowing them to provide comprehensive and well-rounded financial advice.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, KEMP INVESTMENTS, LLC is legally required to disclose any potential conflicts of interest to their clients. This includes any affiliations with financial products, as well as any fees or compensation received from third parties. The firm is committed to transparency and fully discloses all information that may be relevant to their clients’ financial decisions.