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About KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP is a leading financial advisory firm that has been serving clients for over 20 years. With a team of experienced and knowledgeable advisors, the firm specializes in providing personalized financial solutions to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial solutions
- Specializes in wealth management
- Offers a team of experienced and knowledgeable advisors
Facts and Insights
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP has over $500 million in assets under management and a team of 10 advisors. The firm has been in business for over 20 years, demonstrating its reliability and longevity in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | over 20 years |
Financial Services Offered
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP offers a wide range of financial services to meet the diverse needs of its clients. Some of the services they provide include:
- Wealth Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Investment Management
Client Types
The firm’s clients include high net worth individuals, business owners, professionals, and retirees. They work closely with each client to understand their unique needs and create a customized financial plan to help them reach their goals.
Fees & Compensation
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with its clients, as the more their clients’ assets grow, the more the firm earns in fees. The firm prides itself on its transparency and does not charge any hidden or additional fees to its clients.
Background
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP was founded by John Kernke, Mark Otto, and Emma McGlone. All three founders have extensive experience in the financial industry and are committed to providing top-notch financial advice and services to their clients. The firm is headquartered in New York City and has a strong presence in the Northeast region.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP has a clean record with regulatory bodies. Disclosure information can be found on the firm’s website and through the SEC’s Investment Adviser Public Disclosure (IAPD) database. The firm is also committed to regularly providing its clients with updated disclosure information.