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How does the advisor help clients – Key Takeaways:
As a financial expert, Kenneth Frenke & Co. provides invaluable assistance to their clients to help them achieve their financial goals. They do not only offer financial advice but also provide a wide range of financial services to cater to the different needs of their clients. With their extensive experience and expertise in the industry, they are able to guide their clients towards making sound financial decisions and ultimately building a stronger financial future.
Facts and Insights
Kenneth Frenke & Co. has been in the financial industry for over 15 years, making them a trusted and established firm in the market. With a team of highly qualified and experienced advisors, they are able to provide their clients with valuable insights and strategies to improve their financial wellbeing.
They currently manage over $100 million in assets, with a team of 10 dedicated advisors who are committed to delivering top-notch financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | Over 15 years |
Financial Services Offered
Kenneth Frenke & Co. offers a comprehensive range of financial services to their clients, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
- Charitable giving strategies
Client Types
Kenneth Frenke & Co. caters to a diverse range of clients, including:
- High net worth individuals
- Business owners
- Pre-retirees and retirees
- Young professionals
- Families
- Non-profit organizations
Fees & Compensation
Fees and compensation at Kenneth Frenke & Co. vary depending on the services provided. They may charge a percentage of assets under management, a flat fee, or commissions for certain products, but they are always transparent and upfront about their fees with their clients.
Background
Founded by Kenneth Frenke, a highly respected and reputable financial expert, Kenneth Frenke & Co. has become a leading firm in the financial industry. With a team of experienced advisors and a commitment to providing personalized and comprehensive financial services, they have earned the trust and loyalty of their clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or disclosures. Kenneth Frenke & Co. upholds high ethical standards and always puts their clients’ best interests first. They are happy to discuss any disclosures with their clients and provide all necessary documentation.