How does the advisor help clients – Key Takeaways:
KIELY WEALTH ADVISORY GROUP, INC. is committed to helping clients achieve their financial goals through personalized and comprehensive wealth management services. The firm’s team of financial experts provide unbiased and objective advice to clients to help them make informed financial decisions that align with their unique needs and objectives.
Some key takeaways that summarize how the advisor helps clients include:
- Provides personalized and comprehensive wealth management services
- Offers unbiased and objective financial advice
- Helps clients make informed financial decisions
- Aligns services with clients’ unique needs and objectives
Facts and Insights
KIELY WEALTH ADVISORY GROUP, INC. has been in business for over 20 years and is headquartered in New York City. The firm manages over $500 million in assets and has a team of 10 advisors with various areas of expertise. The company is a registered investment advisor with the Securities and Exchange Commission (SEC) and is also a fiduciary, meaning they are legally obligated to act in the best interest of their clients.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Firm Established | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 1998 | $500 million | 10 |
Financial Services Offered
KIELY WEALTH ADVISORY GROUP, INC. offers a wide range of financial services to help clients achieve their financial goals and objectives. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Charitable giving
Client Types
KIELY WEALTH ADVISORY GROUP, INC. serves a diverse range of clients including individuals, families, business owners, and institutions. The firm prides itself on providing personalized services that are tailored to each client’s unique financial situation and goals.
Fees & Compensation
KIELY WEALTH ADVISORY GROUP, INC. operates on a fee-only compensation structure, meaning they do not receive commissions for selling financial products. Instead, they charge a percentage of the assets they manage for their clients. This aligns the advisor’s interests with their clients’ goals, as they only make money if their clients’ portfolios grow.
Background
KIELY WEALTH ADVISORY GROUP, INC. was founded by John Kiely, a highly experienced and reputable financial advisor with over 30 years of experience in the industry. The firm’s team of advisors also have extensive backgrounds in financial planning, investment management, and other areas of expertise that allow them to provide top-notch services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, KIELY WEALTH ADVISORY GROUP, INC. is required to disclose any potential conflicts of interest to their clients. These could include receiving compensation from third-party providers or having a personal financial interest in certain investment products. The firm is committed to transparency and always puts their clients’ interests first.