By utilizing their extensive knowledge and experience in the financial industry, KIDD VISION CAPITAL LLC provides expert guidance and assistance to clients seeking financial management solutions. With a team of highly qualified advisors and a strong commitment to helping clients achieve their financial goals, KIDD VISION CAPITAL LLC is a trusted partner for individuals, families, and businesses alike.
How does the advisor help clients – Key Takeaways:
- Assists clients in creating and implementing a comprehensive financial plan.
- Offers personalized investment strategies to meet the specific needs and goals of each client.
- Provides ongoing support and guidance to help clients stay on track towards their financial objectives.
Facts and Insights
KIDD VISION CAPITAL LLC has been in business for over 10 years and has successfully helped countless clients achieve their financial goals. With a team of experienced and knowledgeable financial experts, the firm is able to provide valuable insights and strategies to clients looking to manage their wealth effectively.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10+ years |
Financial Services Offered
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance services
Client Types
KIDD VISION CAPITAL LLC works with a diverse range of clients including individuals, families, and businesses. Whether you are just starting to build your wealth or are looking for ways to protect and grow your existing assets, the firm has the expertise and resources to help you achieve your financial goals.
Fees & Compensation
KIDD VISION CAPITAL LLC operates on a fee-based compensation structure, which means that the firm charges a fixed percentage of a client’s assets under management as their fee. This aligns the firm’s interests with those of its clients, as the advisor’s compensation is directly tied to the performance of the client’s portfolio.
In addition to the fees charged for investment management, the firm may also receive compensation from a variety of sources, including fees for financial planning or insurance products. However, the firm always discloses all fees and compensation to clients upfront, ensuring transparency and trust in the client-advisor relationship.
Background
KIDD VISION CAPITAL LLC was founded by John Kidd, a seasoned financial expert with over 25 years of experience in the industry. After working for several large financial firms, John decided to start his own firm with the mission of providing personalized and comprehensive financial services to his clients.
Today, KIDD VISION CAPITAL LLC has grown into a reputable and trusted financial advisory firm, known for its exceptional client service and successful track record in helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
KIDD VISION CAPITAL LLC is a registered investment advisor, registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. The firm is legally bound to act in the best interests of its clients and to always disclose any potential conflicts of interest.
The firm’s advisors also hold the necessary licenses and certifications required to provide financial services, and are committed to continuing their education and staying updated on industry trends and developments.