How does the advisor help clients – Key Takeaways:
KERFOOT WEALTH MANAGEMENT, LLC is dedicated to helping clients achieve their financial goals through personalized and comprehensive financial planning and management services. With years of experience in the financial industry, they have developed a deep understanding of the complexities and nuances of the market, allowing them to guide clients towards making informed and strategic decisions.
Facts and Insights
According to publicly available data, KERFOOT WEALTH MANAGEMENT, LLC has $50 million in assets under management, with a team of two experienced and knowledgeable advisors. They have been in the business for 10 years, building a strong reputation for providing exceptional financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 2 | 10 years |
Financial Services Offered
KERFOOT WEALTH MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. These include, but are not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Cash flow management
- Risk management
Client Types
KERFOOT WEALTH MANAGEMENT, LLC works with a variety of clients, including individuals, families, and small business owners. They understand that each client has unique financial goals and needs, and they tailor their services to best suit each client’s situation.
Fees & Compensation
KERFOOT WEALTH MANAGEMENT, LLC is a fee-based advisory firm, meaning their compensation is based on a percentage of the client’s assets under management. This ensures that their interests are aligned with those of their clients, as they only benefit when the client’s investments perform well.
Background
The team at KERFOOT WEALTH MANAGEMENT, LLC has years of experience and expertise in the financial industry. They hold various certifications and licenses, including Certified Financial Planner (CFP) and Series 7 and 63 licenses. They are also committed to staying up-to-date with the ever-changing financial landscape and continuously expanding their knowledge to better serve their clients.
Financial Advisor Disclosures to Know
As a financial advisor, KERFOOT WEALTH MANAGEMENT, LLC adheres to a strict code of ethics and has a fiduciary responsibility to act in the best interest of their clients. They are transparent about any potential conflicts of interest and will always disclose any necessary information to their clients.