How does the advisor help clients – Key Takeaways:
Kiely Capital Management, Inc. is a highly experienced and trusted financial firm that specializes in providing expert financial advice and management services to its clients. As a leading financial expert in the industry, Kiely Capital Management, Inc. utilizes a unique and highly personalized approach to help clients secure their financial futures.
The team at Kiely Capital Management, Inc. understands that every individual has different financial needs, goals and aspirations, which is why they work closely with each client to create customized financial plans that cater to their unique circumstances. With a constant focus on financial growth and security, Kiely Capital Management, Inc. is dedicated to helping clients achieve their financial goals and live their desired lifestyles.
Facts and Insights
Founded in 2005, Kiely Capital Management, Inc. has been providing exceptional financial services to clients for over 15 years. The firm is headquartered in New York City and has a team of highly qualified and experienced financial advisors who are committed to delivering the best possible results for their clients.
With a client-centric approach and a comprehensive understanding of the financial markets, Kiely Capital Management, Inc. has a proven track record of success in helping clients achieve their financial goals. The firm prides itself on its highly personalized and transparent services, which have earned them a loyal and satisfied client base.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
Kiely Capital Management, Inc. offers a wide range of financial services to cater to the diverse needs of its clients. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more. The firm prioritizes transparency in all its financial services and works closely with clients to build and manage their portfolios.
Client Types
Kiely Capital Management, Inc. serves a diverse client base, including high-net-worth individuals, families, and businesses. The firm has the expertise and resources to work with clients from different industries and backgrounds, allowing them to cater to a wide range of financial needs and goals.
Fees & Compensation
Kiely Capital Management, Inc. follows a fee-only structure, which means that the firm only receives compensation from client fees and does not earn commissions or compensation from third-party products or services. This ensures that the firm’s interests are aligned with those of its clients, and there are no conflicts of interest when providing financial advice.
Background
Kiely Capital Management, Inc. was founded by John Kiely, a highly experienced financial expert with over 20 years of experience in the industry. With a degree in Economics and an MBA from top universities, John has a deep understanding of the financial markets and has helped numerous clients achieve financial success.
The firm’s team of advisors also has impressive educational and professional backgrounds, with many holding degrees in finance, accounting, and related fields. They bring a diverse range of skills and expertise to the table, contributing to the firm’s overall success and client satisfaction.
Financial Advisor Disclosures to Know
Kiely Capital Management, Inc. believes in complete transparency and provides all necessary disclosures to clients. The firm is a registered investment advisor and is held to a fiduciary standard, which means that the firm must always act in the best interests of its clients.