Your content
KICKING HORSE INVESTMENT MANAGEMENT, LLC
Facts and Insights
KICKING HORSE INVESTMENT MANAGEMENT, LLC is a leading financial advisor that specializes in providing personalized investment and wealth management services to individuals and businesses. The firm was founded by a team of experienced professionals with a strong background in finance and a passion for helping clients achieve their financial goals.
With a focus on client-centric strategies, KICKING HORSE INVESTMENT MANAGEMENT, LLC has earned a reputation for delivering exceptional results and building long-term relationships with their clients. The firm offers a wide range of financial services, including investment planning, retirement planning, risk management, estate planning, and more.
How does the advisor help clients – Key Takeaways:
– Provides personalized investment and wealth management services
– Focus on client-centric strategies
– Offers a wide range of financial services
– Building long-term relationships with clients
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 10+ years |
Financial Services Offered
KICKING HORSE INVESTMENT MANAGEMENT, LLC offers a comprehensive suite of financial services to help clients achieve their financial goals. These services include:
– Investment planning
– Wealth management
– Retirement planning
– Risk management
– Estate planning
– Tax planning and management
– Education planning
– Business planning
Client Types
The firm serves a diverse group of clients, including high-net-worth individuals, families, and businesses. Their clients value their expertise, personalized approach, and commitment to providing exceptional service.
Fees & Compensation
KICKING HORSE INVESTMENT MANAGEMENT, LLC charges a fee based on a percentage of assets under management. This fee structure aligns their interests with those of their clients and ensures that the firm’s success is directly tied to the success of their clients’ investments.
Background
KICKING HORSE INVESTMENT MANAGEMENT, LLC was founded by a team of experienced professionals with over 10 years of experience in the finance industry. Their expertise and dedication to providing personalized financial services have helped the firm achieve significant success and establish a strong reputation in the industry.
Financial Advisor Disclosures to Know
As a financial expert, KICKING HORSE INVESTMENT MANAGEMENT, LLC is committed to providing transparent and accurate information to their clients. As such, here are some important disclosures to keep in mind when working with the firm:
– The firm has no disclosable legal or disciplinary events.
– The firm is registered with the Securities and Exchange Commission (SEC).
– The firm is a fee-only advisor, which means they do not receive commissions or third-party compensation.
– The firm may recommend and receive compensation from third-party service providers, but only with their clients’ prior written consent.
In conclusion, KICKING HORSE INVESTMENT MANAGEMENT, LLC is a trusted partner for individuals and businesses looking for personalized investment and wealth management solutions. With a team of experienced professionals, a wide range of financial services, and a commitment to transparency, the firm is well-equipped to help clients achieve their financial goals.