How does the advisor help clients – Key Takeaways:
KIKER WEALTH MANAGEMENT, LLC is a reputable and experienced financial advisory firm that is designed to assist clients in achieving their financial goals. With a team of highly skilled and knowledgeable advisors, KIKER WEALTH MANAGEMENT, LLC provides personalized and tailored financial solutions to each of their clients.
- Emphasize on long-term financial planning: KIKER WEALTH MANAGEMENT, LLC puts a strong focus on long-term financial planning, rather than just offering short-term solutions. This ensures that their clients are financially prepared for the future.
- Provide personalized financial advice: Each client is unique and has different financial needs and goals. KIKER WEALTH MANAGEMENT, LLC takes this into consideration and provides personalized financial advice and solutions to meet the specific needs of their clients.
- Access to a variety of financial services: KIKER WEALTH MANAGEMENT, LLC offers a wide range of financial services to help their clients with their specific needs, including investment portfolio management, retirement planning, and tax planning.
- Commitment to communication and transparency: KIKER WEALTH MANAGEMENT, LLC believes in open and honest communication with their clients. They keep their clients informed and involved in the decision-making process to ensure transparency.
Facts and Insights
Founded in 2005, KIKER WEALTH MANAGEMENT, LLC has established a strong reputation in the financial advisory industry. As of December 31, 2020, the firm manages approximately $500 million in assets under management and has a team of 10 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2005 | $500 | 10 |
Financial Services Offered
KIKER WEALTH MANAGEMENT, LLC offers a wide range of financial services to help their clients achieve their financial goals:
- Investment portfolio management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Debt management
Client Types
KIKER WEALTH MANAGEMENT, LLC advises a diverse client base, including individuals, families, and small business owners. They also work with clients of all ages and financial backgrounds.
Fees & Compensation
KIKER WEALTH MANAGEMENT, LLC operates on a fee-only basis, meaning they do not receive commissions or any other form of compensation from the sale of financial products. This ensures that their interests are aligned with their clients’ and eliminates any conflicts of interest.
Their fees are based on a percentage of assets under management, as well as an hourly rate for certain financial planning services. The firm is committed to providing transparent and competitive fees, which are discussed and agreed upon with the client before any services are rendered.
Background
KIKER WEALTH MANAGEMENT, LLC was founded in 2005 by John Kiker, a certified financial planner with over 20 years of experience in the financial services industry. The firm is headquartered in New York City and has expanded to serve clients in multiple states across the United States.
The team at KIKER WEALTH MANAGEMENT, LLC is comprised of experienced and credentialed financial advisors who have a wealth of knowledge and expertise in various areas of finance. They are committed to staying current with industry developments and continuously expanding their knowledge to better serve their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, KIKER WEALTH MANAGEMENT, LLC is legally required to disclose any potential conflicts of interest to their clients. By law, the firm is required to provide clients with their Form ADV, which includes important information about the firm, such as their services, fees, and potential conflicts of interest.
Additionally, KIKER WEALTH MANAGEMENT,