How does the advisor help clients – Key Takeaways:
Founded in 2005, Key Financial Advisors LLC provides comprehensive financial planning and investment management services to individuals, families, and small business owners. Their experienced team of financial advisors uses a personalized approach to help clients achieve their financial goals.
Here are some key takeaways on the ways Key Financial Advisors LLC helps their clients:
- Offers comprehensive financial planning and investment management services
- Uses a personalized approach to meet each client’s unique needs and goals
- Comprised of a team of experienced financial advisors
- Serves individuals, families, and small business owners
- Strives to provide transparent and objective advice
Facts and Insights
According to publicly available information, here are some facts and insights about Key Financial Advisors LLC:
- Founded in 2005
- Headquartered in New York City
- Manages over $500 million in assets
- Employs over 50 financial advisors
- Provides services to over 1,000 clients
- Recognized as one of the top financial advisory firms in the country
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500,000,000 | 50+ |
Financial Services Offered
Key Financial Advisors LLC offers a wide range of financial services to help clients reach their financial goals. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Business planning
Client Types
Key Financial Advisors LLC serves a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
Fees & Compensation
Key Financial Advisors LLC is a fee-only advisory firm, meaning they do not receive any commissions for selling products or making transactions. Instead, they charge their clients a fee based on a percentage of the assets under management. This fee structure aligns their interests with those of their clients and ensures objective advice is given.
Background
Founded in 2005, Key Financial Advisors LLC has become a top financial advisory firm in the country. Their team of experienced financial advisors puts their clients’ interests first and uses a personalized approach to help clients reach their financial goals. They pride themselves on transparent and objective advice, and their strong reputation reflects this commitment.
Financial Advisor Disclosures to Know
Key Financial Advisors LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in their clients’ best interests at all times. Their advisors have a clean record with no disciplinary actions on their records. It’s also important to note that the firm does not have any material disclosures or legal events that may impact their ability to serve their clients.