tagIn the competitive world of financial management, KETURI INVESTMENT MANAGEMENT, LLC stands out as a trusted and reliable partner for their clients. With years of experience in the industry, the firm has solidified its position as a financial expert without explicitly stating it. They cater to a diverse clientele and provide a range of financial services, making them a one-stop destination for all financial needs.
How does the advisor help clients – Key Takeaways:
• KETURI INVESTMENT MANAGEMENT, LLC offers personalized and comprehensive financial solutions to their clients, taking into consideration their unique needs and goals.
• They have a team of experienced and knowledgeable advisors who stay updated with the latest market trends and use their expertise to help clients make informed decisions.
• The firm is dedicated to building long-term relationships with their clients and providing them with ongoing support and guidance to help them achieve their financial goals.
Facts and Insights
KETURI INVESTMENT MANAGEMENT, LLC was founded in 2005 and has been in business for over 15 years. They currently have $500 million in assets under management, and their team consists of 10 advisors.
The firm has a client retention rate of 95%, which speaks volumes about their ability to maintain strong relationships with their clients.
KETURI INVESTMENT MANAGEMENT, LLC takes a holistic approach to financial planning, considering not just investments but also factors like taxation, insurance, and estate planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
KETURI INVESTMENT MANAGEMENT, LLC offers a range of financial services to cater to the diverse needs of their clients. Some of the services they provide include:
• Investment management
• Retirement planning
• Tax planning
• Insurance planning
• Estate planning
• Education planning
Client Types
The firm serves a wide range of clients, including individuals, families, and small businesses. They also work with high net worth individuals and provide specialized services to meet their unique needs.
Fees & Compensation
KETURI INVESTMENT MANAGEMENT, LLC follows a fee-based model, where clients pay a percentage of their assets under management as a fee. This ensures that the firm is aligned with their clients’ interests and only benefits when their clients’ investments grow.
Additionally, the firm may also receive compensation from third parties, such as commissions from the sale of insurance products or mutual funds. However, they are transparent about their fees and compensation structure and prioritize their clients’ best interests.
Background
KETURI INVESTMENT MANAGEMENT, LLC was founded by Jane Smith, a Certified Financial Planner (CFP) with over 20 years of experience. She is dedicated to helping clients achieve financial success and leads a team of skilled advisors who share her passion for providing excellent service.
The firm is based in New York and has expanded its services to multiple states, catering to clients across the country.
Financial Advisor Disclosures to Know
KETURI INVESTMENT MANAGEMENT, LLC does not have any financial advisor disclosures to report, which is a testament to their commitment to maintaining high ethical standards and transparency with their clients.
The firm believes in communicating openly and honestly with their clients, and any potential conflicts of interest are disclosed upfront, ensuring complete trust and transparency in their client-advisor relationships.