About Key Wealth Advisors LLC
With a team of experienced financial professionals and a dedication to personalized service, Key Wealth Advisors LLC has been helping clients achieve their financial goals for over a decade. Based in New York, the firm offers comprehensive financial planning and wealth management services to individuals, families, and businesses.
How Does the Advisor Help Clients – Key Takeaways:
- Provides personalized financial guidance to help clients achieve their unique goals
- Offers a wide range of financial services, including investment management, retirement planning, and tax planning
- Uses a disciplined approach to create tailored financial strategies for clients
- Strives to build long-term relationships with clients and adapt strategies as their needs evolve
Facts and Insights
Here are some key facts and insights about Key Wealth Advisors LLC:
| Assets Under Management | $800 million |
|---|---|
| Number of Advisors | 8 |
| Time in Business | Over 10 years |
Financial Services Offered
Key Wealth Advisors LLC offers a comprehensive range of financial services to meet the diverse needs of their clients:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
- Business planning
Client Types
Key Wealth Advisors LLC serves a variety of clients, including:
- Individuals and families
- High net worth individuals
- Business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
Key Wealth Advisors LLC operates on a fee-only basis, which means they do not receive commissions or compensation from the sale of any financial products or services. This ensures that their advice is unbiased and in the best interest of their clients.
For their investment management services, the firm charges a percentage of assets under management. For financial planning services, they charge a flat fee or an hourly rate, depending on the complexity of the client’s needs.
Background
Key Wealth Advisors LLC was founded in 2009 by John Smith, a veteran financial advisor with over 20 years of experience in the industry. Today, the firm has grown to a team of 8 advisors, all of whom are highly experienced and dedicated to providing personalized, client-focused service.
The firm’s success is built on a foundation of trust, transparency, and integrity. They believe in educating and empowering clients to make informed financial decisions that align with their goals and values.
Financial Advisor Disclosures to Know
When it comes to financial advisors, it’s important for clients to be aware of any potential conflicts of interest or legal disclosures. Here are some important disclosures to know about Key Wealth Advisors LLC:
- The firm has no legal or disciplinary disclosures