Content
Facts and Insights
When it comes to financial expertise, KENNON-GREEN & CO. is a leading firm that clients can trust. With a strong team of experienced professionals, the firm offers a wide range of financial services to meet the needs of its diverse clients. Here are some key takeaways about how KENNON-GREEN & CO. helps its clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and guidance
- Develops personalized financial plans tailored to clients’ specific needs and objectives
- Offers a diverse range of financial services
- Fosters long-term relationships with clients
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Business planning
Client Types:
- Individuals
- Families
- Business owners
- Retirees
- High-net-worth individuals
Fees & Compensation:
KENNON-GREEN & CO. charges a fee based on a percentage of assets under management for its investment management services. For other services, the firm may charge an hourly fee or a flat fee. Transparency is important at KENNON-GREEN & CO., and the firm ensures that clients are fully informed about all fees and compensation before any services are rendered.
Background:
With over 20 years of experience in the financial industry, KENNON-GREEN & CO. has built a strong reputation for providing top-notch financial services. The firm’s team of advisors are highly educated and experienced professionals, equipped with the knowledge and expertise to guide clients towards their financial goals.
Financial Advisor Disclosures to Know:
As a trusted financial advisor, KENNON-GREEN & CO. is committed to transparency and ethical practices. The firm follows all regulations and guidelines set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). KENNON-GREEN & CO. also has a clean record with no reported disciplinary actions or conflicts of interest.
In conclusion, KENNON-GREEN & CO. is a top-performing financial firm that provides expert guidance and personalized solutions for clients. With a strong track record of success and a commitment to transparency and ethical practices, clients can trust in the expertise and integrity of this firm. Contact KENNON-GREEN & CO. today to start planning for your financial future.