…
How does the advisor help clients – Key Takeaways:
- KERNS CAPITAL MANAGEMENT, LLC acts as a financial expert, providing customized solutions for their clients’ financial needs.
- The firm offers a range of financial services to cater to different client types.
- They have a team of experienced advisors who are committed to helping clients achieve their financial goals.
Facts and Insights:
KERNS CAPITAL MANAGEMENT, LLC is a leading financial advisor with a strong track record of delivering excellent results for their clients. The firm has been in business for over 10 years and has a team of 15 advisors with a collective experience of over 50 years in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business (Years) |
|---|---|---|
| $500 million | 15 | 10+ |
Financial Services Offered:
KERNS CAPITAL MANAGEMENT, LLC provides a wide range of financial services to individuals, families, and businesses. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Solutions
Client Types:
The firm caters to a diverse client base, including:
- High Net Worth Individuals
- Business Owners
- Retirees
- Families
Fees & Compensation:
KERNS CAPITAL MANAGEMENT, LLC operates on a fee-only basis, which means they are compensated solely by their clients and do not receive any commissions or incentives from third-party sources. The firm believes in transparency and provides a clear breakdown of their fees and charges.
Background:
The founder of KERNS CAPITAL MANAGEMENT, LLC, John Kerns, is a highly experienced financial advisor with over 20 years of experience in the industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration. He is also a certified financial planner and a member of the Financial Planning Association.
Financial Advisor Disclosures to Know:
As a registered investment advisor, KERNS CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. They are committed to maintaining the highest ethical standards and have a clean record with no regulatory actions or disciplinary disclosures.