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How does the advisor help clients – Key Takeaways:
As an experienced investment advisor, Kevin Clariday provides valuable financial guidance and assistance to his clients. With a strong background in finance and extensive knowledge of the market, Kevin is able to assist clients in achieving their financial goals and securing their financial future.
Facts and Insights
Below are some key facts and insights about Kevin Clariday and his services:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 10 years |
With assets under management of $50 million and a team of 5 advisors, Kevin Clariday has a strong track record of managing clients’ portfolios effectively. He has been in the financial services industry for 10 years, gaining valuable experience and insights along the way.
Financial Services Offered
Kevin Clariday offers a comprehensive range of financial services to help his clients achieve their financial goals. Some of the primary services he offers include:
- Portfolio management
- Retirement planning
- Estate planning
- Tax planning
- Investment advice
Client Types
Kevin Clariday works with a diverse range of clients, including individuals, families, and small businesses. He understands that each client has unique financial goals and needs, and he tailors his services to meet those specific needs.
Fees & Compensation
As a fee-only advisor, Kevin Clariday does not receive any commissions or compensation from third parties for recommending certain products or services. This ensures that his clients receive unbiased and objective financial advice that is in their best interest. His fees are based on a percentage of the assets under management, providing a transparent and fair pricing structure for his services.
Background
Kevin Clariday has a strong academic background in finance, with a Bachelor’s degree in Finance and a Master’s degree in Financial Planning. He is a Certified Financial Planner (CFP®) and also holds a Series 65 license, allowing him to provide investment advice to his clients.
Financial Advisor Disclosures to Know
As with any investment advisor, it is important for clients to be aware of any potential conflicts of interest or disciplinary actions. Kevin Clariday has a clean disciplinary record and follows strict ethical standards in his practice.
In conclusion, as a highly experienced and knowledgeable investment advisor, Kevin Clariday is dedicated to helping his clients achieve their financial goals and secure their financial future. With his comprehensive range of financial services and transparent fee structure, clients can trust that they are receiving sound and objective financial advice from Kevin Clariday.