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About KIMBALL, LLC
KIMBALL, LLC is a leading financial advisory firm that provides expert financial guidance to its clients. The firm’s team of professionals has a wealth of experience and expertise in the financial industry, making it a go-to resource for individuals and businesses looking for financial advice.
How does the advisor help clients – Key Takeaways:
KIMBALL, LLC prides itself on providing personalized and comprehensive financial guidance to its clients. The firm’s team of advisors work closely with each client to understand their financial goals and create customized strategies to help them achieve those goals. The advisor helps clients in the following ways:
- Developing personalized financial plans
- Implementing investment strategies
- Providing ongoing portfolio management
- Offering tax planning and preparation services
- Creating retirement plans
Facts and Insights
KIMBALL, LLC has established itself as a reliable and trustworthy financial advisory firm over the years. With a strong track record of success, the firm has attracted a large number of clients seeking financial guidance. Here are some facts and insights about KIMBALL, LLC:
- Founded in 2005
- Assets under management: $500 million
- Number of advisors on staff: 6
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 6 |
Financial Services Offered
KIMBALL, LLC offers a wide range of financial services to its clients. The firm’s team of advisors has expertise in various areas of finance, allowing them to provide comprehensive and tailored solutions for each client’s unique financial situation. The financial services offered by KIMBALL, LLC include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Risk management
Client Types
KIMBALL, LLC serves a diverse range of clients, including individuals, families, and businesses. The firm’s team of advisors has the expertise to work with clients from various industries to help them achieve their financial goals. The client types served by KIMBALL, LLC include:
- High net-worth individuals
- Small and medium-sized businesses
- Retirees
- Entrepreneurs
Fees & Compensation
KIMBALL, LLC operates with transparency and is upfront about its fees and compensation structure. The firm charges a percentage of assets under management as its fees, which is a standard practice in the financial advisory industry. This ensures that the firm’s interests align with its clients’ interests, as the more the client’s assets grow, the more the firm earns in fees. KIMBALL, LLC does not receive any commissions or kickbacks from recommending specific products to its clients, ensuring that its advice is unbiased and in the best interest of the client.
Background
KIMBALL, LLC was founded in 2005 by John Kimball, a seasoned financial advisor with over 20 years of experience in the industry. John recognized the need for a financial advisory firm that prioritized personalized and comprehensive guidance for clients, and thus, KIMBALL, LLC was born. The firm has grown over the years, expanding its team of advisors and increasing its assets under management, while maintaining its commitment to providing exceptional financial guidance to its clients.
Financial Advisor Disclosures to Know
Before hiring a financial advisor, it is essential to understand any potential conflicts of interest or relevant disclosures that may impact the advice and services provided. KIMBALL, LLC is committed to transparency and discloses any relevant information to its clients, including:
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