How does the advisor help clients – Key Takeaways:
Ketwich Capital LLC serves as a financial advisory firm, providing expert advice and guidance to its clients. With years of experience and a team of well-qualified professionals, the firm has established a reputation for helping clients achieve their financial goals and secure their financial future. Here are the key takeaways on how Ketwich Capital LLC helps its clients:
- Provides personalized financial planning and investment strategies
- Expertise in various financial areas, such as retirement planning, wealth management, and risk management
- Constant monitoring and adjusting of investment portfolios to ensure optimal performance
- Regular communication and education to keep clients informed and empowered in their financial decisions
- Guidance on navigating complex financial situations and market fluctuations
Facts and Insights:
Ketwich Capital LLC was founded in 2005 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) and operates as an investment advisor. Currently, it has $500 million in assets under management and a team of 8 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 16 years |
Financial Services Offered:
- Retirement planning
- Wealth management
- Estate planning
- Investment management
- Risk management
- Tax planning
Client Types:
Ketwich Capital LLC serves a diverse range of clients, including individuals, families, and small businesses. The firm caters to clients at different stages in their financial journey and provides tailored financial solutions to meet their unique needs and goals.
Fees & Compensation:
Ketwich Capital LLC operates on a fee-only structure, which means the firm only charges a fee based on the assets under management. This fee is typically a percentage of the total assets managed by the firm, and there are no commission fees or hidden costs. This structure ensures that the firm’s interests are aligned with its clients’ interests, as their compensation is directly tied to the performance of the client’s investments.
Background:
Ketwich Capital LLC was founded by John Ketwich, a seasoned financial advisor with over 25 years of experience in the industry. He has built the firm with a strong focus on client relationships and a commitment to delivering quality financial services. The firm’s team of advisors brings a wealth of experience and expertise to provide clients with comprehensive financial advice.
Financial Advisor Disclosures to Know:
Ketwich Capital LLC is registered with the SEC and has a clean record with no disciplinary actions or sanctions. This means that the firm has upheld ethical and professional standards in its business practices.