How does the advisor help clients – Key Takeaways:
The advisor helps clients by providing financial expertise and guidance to help them meet their financial goals. Through personalized financial planning and investment management services, the advisor helps clients create and implement a comprehensive financial plan tailored to their individual needs. This may include assistance with retirement planning, tax planning, estate planning, and more.
Facts and Insights
KENNETH FRENKE & CO is a financial advisory firm that has been in business for over 20 years. The firm has assets under management (AUM) of $100 million and a team of 10 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 20+ years |
Financial Services Offered
KENNETH FRENKE & CO offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Tax planning
- Estate planning
- Investment management
- Insurance planning
- Education planning
- Wealth management
- And more
Client Types
KENNETH FRENKE & CO serves a diverse range of clients, including individuals, families, small business owners, and high net worth individuals. The firm tailors its services to meet the specific needs and goals of each client.
Fees & Compensation
The firm’s fees and compensation structure is based on a fee-only model. This means that the advisors are compensated solely through client fees, rather than through commissions or other forms of compensation. This allows the advisors to act in the best interests of their clients and avoid any potential conflicts of interest.
Background
KENNETH FRENKE & CO was founded by Kenneth Frenke, a seasoned financial advisor with over 30 years of experience in the industry. Frenke holds several industry certifications, including the Certified Financial Planner (CFP) and the Chartered Financial Consultant (ChFC) designations.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it’s important to understand any potential conflicts of interest or disciplinary actions against them. KENNETH FRENKE & CO has a clean record with no disciplinary actions reported by regulatory agencies. Additionally, the firm has a fiduciary duty to act in the best interests of its clients, providing transparent and unbiased financial advice.