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How does the advisor help clients – Key Takeaways:
As a Registered Investment Advisor (RIA), Kim Knotts is a financial professional who offers objective and personalized investment advice to clients. With years of experience in the industry, she has a deep understanding of financial markets and is well-equipped to help clients make informed decisions about their assets.
Facts and Insights
In order to provide the best service to her clients, Kim Knotts stays up-to-date on current financial trends and continuously seeks out new insights to navigate the ever-changing market. She takes a holistic approach to understand her clients’ financial goals and develops customized strategies to help them achieve success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 1 | 10 years |
| $50 million | 1 | 10 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education funding
Client Types
Kim Knotts offers her services to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Small business owners
- Families
- Corporate executives
Fees & Compensation
Kim Knotts charges a fee based on the percentage of assets under management, which ensures that her interests are aligned with those of her clients. This fee structure allows her to provide unbiased advice and avoid conflicts of interest. She believes in full transparency when it comes to fees and is always open to discussing them with clients.
Background
With over a decade of experience in the financial industry, Kim Knotts has a strong background in providing investment advice and building relationships with clients. She holds the Registered Investment Advisor (RIA) designation and is registered with the Securities and Exchange Commission (SEC) to provide financial services to clients. She is also a member of several professional organizations, such as the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
Kim Knotts has a clean record and has never faced any disciplinary actions or legal issues throughout her career. It is important for clients to research any potential advisor’s background and confirm that they have a clean record before entrusting them with their finances.