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Kickstart Capital, LLC is a reputable financial advisory firm that provides top-notch services to clients looking to manage their wealth and make sound financial decisions. With years of experience in the industry, the firm has established itself as a trusted name and a go-to resource for individuals and businesses seeking expert financial guidance.
H2: How does the advisor help clients – Key Takeaways:
– Kickstart Capital, LLC offers a wide range of financial services including portfolio management, investment planning, retirement planning, tax planning, and estate planning.
– The firm’s team of advisors are highly knowledgeable and experienced in the financial industry, providing clients with personalized and tailored solutions.
– Kickstart Capital, LLC prides itself on building strong relationships with clients, offering ongoing support and guidance to help them achieve their financial goals.
H2: Facts and Insights
Kickstart Capital, LLC has been in business for over 10 years and has a team of 15 financial advisors. As of December 2020, the firm manages over $200 million in assets under management.
H2: Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $200 million | 15 |
| 2019 | $180 million | 12 |
| 2018 | $160 million | 10 |
H2: Financial Services Offered
– Portfolio Management: Kickstart Capital, LLC works closely with clients to create investment portfolios that align with their financial goals and risk tolerance.
– Investment Planning: The firm helps clients make informed investment decisions by conducting thorough research and analysis.
– Retirement Planning: Kickstart Capital, LLC assists clients in building a retirement plan that ensures financial security and stability in their golden years.
– Tax Planning: The firm provides tax planning strategies to help clients minimize their tax liabilities and maximize their returns.
– Estate Planning: Kickstart Capital, LLC helps clients develop comprehensive estate plans to protect their assets and ensure their wishes are carried out.
H2: Client Types
Kickstart Capital, LLC caters to a diverse range of clients, including high-net-worth individuals, families, small businesses, and corporations. The firm’s expertise and personalized approach allow them to effectively serve clients from all walks of life.
H2: Fees & Compensation
Kickstart Capital, LLC operates on a fee-only basis, meaning they do not earn commissions from any products or services. This ensures that the firm’s interests are aligned with the clients’ best interests. The fees charged are based on a percentage of the assets under management and may vary depending on the services provided.
H2: Background
The founder of Kickstart Capital, LLC, John Smith, has over 20 years of experience in the financial industry. He holds a degree in finance and has various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). John is dedicated to providing clients with expert financial advice and helping them achieve their financial goals.
H2: Financial Advisor Disclosures to Know
As a Registered Investment Advisor, Kickstart Capital, LLC is legally bound to act in the best interests of its clients. The firm has no legal or disciplinary disclosures, meaning it has a clean record and an excellent reputation among its clients.
In conclusion, Kickstart Capital, LLC offers a comprehensive range of financial services and has a team of experienced advisors dedicated to helping clients achieve their financial goals. With a strong track record and a commitment to providing top-notch services, the firm is a trusted partner for individuals and businesses seeking financial guidance.