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How does the advisor help clients – Key Takeaways:
Keymark Financial is a leading provider of financial services with a team of expert advisors who strive to help clients achieve their financial goals. Their services are designed to cater to various client types and their fees and compensation are transparent and affordable.
Facts and Insights
As of the end of 2020, Keymark Financial has over $5 billion in assets under management, with a team of over 100 advisors serving clients across the United States. They have been in the financial industry for over 20 years, providing trusted and reliable services to their clients.
Their team of advisors comprises of highly qualified and experienced professionals who stay up-to-date with the latest market trends and financial strategies to provide the best possible solutions for their clients’ financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $5 billion | Over 100 |
Financial Services Offered
Keymark Financial offers a comprehensive range of financial services to help clients achieve their short-term and long-term financial goals. Their services include:
- Financial planning and retirement strategies
- Investment management
- Estate planning
- Tax planning and management
- Insurance solutions
- Education funding
- Business planning and succession
Client Types
Keymark Financial caters to a diverse range of clients, including individuals, families, business owners, and corporations. Their team of advisors has the expertise to serve clients with varying financial needs and goals.
Fees & Compensation
Keymark Financial follows a transparent fee structure, with no hidden costs or commissions. Their fees are based on a percentage of assets under management, making it affordable for clients with different investment portfolios. They also offer fee-only financial planning services for a flat fee.
Background
Keymark Financial was founded in 2000 with a mission to provide exceptional financial services to individuals, families, and businesses. Over the years, they have evolved and expanded their services to meet the changing needs of their clients. With their team of experienced advisors, they have established a strong reputation in the financial industry for providing trustworthy and reliable services.
Financial Advisor Disclosures to Know
Keymark Financial holds all appropriate licenses and registrations to offer financial services to their clients. They are registered with the Securities and Exchange Commission (SEC) and undergo regular audits and examinations to ensure compliance with industry regulations. Additionally, they abide by a strict code of ethics and provide full disclosure to their clients about their services, fees, and any potential conflicts of interest.