About KIMELMAN & BAIRD, LLC
KIMELMAN & BAIRD, LLC is a renowned financial advisory firm that has been providing expert financial services to clients for over 20 years. The firm is dedicated to providing personalized and comprehensive financial advice to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice based on clients’ unique goals and needs.
- Offers a wide range of financial services to help clients achieve their financial objectives.
- Uses a comprehensive and holistic approach to financial planning.
Facts and Insights
KIMELMAN & BAIRD, LLC has consistently been recognized as one of the top financial advisory firms in the industry. The firm’s commitment to excellence and impeccable service has helped it earn the trust and loyalty of its clients. Here are some facts and insights about the firm:
Assets Under Management: As of the latest publicly available data, KIMELMAN & BAIRD, LLC has approximately $2 billion in assets under management.
Number of Advisors: With a team of highly experienced and knowledgeable advisors, the firm has a total of 25 advisors.
Time in Business: With over 20 years in business, KIMELMAN & BAIRD, LLC has established a solid reputation in the financial industry.
Financial Services Offered
KIMELMAN & BAIRD, LLC offers a wide range of financial services to its clients. These include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types
KIMELMAN & BAIRD, LLC serves individuals, families, and businesses. The firm works with clients from all walks of life, from high net worth individuals to professionals and retirees.
Fees & Compensation
KIMELMAN & BAIRD, LLC follows a fee-only compensation structure, which means that the firm does not receive any commissions or incentives from recommending certain products or services. This ensures that the firm’s advice is always unbiased and in the best interest of the clients.
Background
KIMELMAN & BAIRD, LLC was founded in 1999 by John Kimelman and Mark Baird. Both Kimelman and Baird have extensive experience and expertise in the financial industry. They are committed to providing their clients with the highest quality of financial advice and helping them achieve their financial goals.
Financial Advisor Disclosures to Know
As a financial advisory firm, KIMELMAN & BAIRD, LLC is dedicated to transparency and ensuring that their clients have all the information they need to make informed decisions. Here are some important disclosures to know:
- The firm is a registered investment advisor with the SEC.
- They have a fiduciary duty to act in the best interests of their clients.
- Clients may pay fees based on a percentage of assets under management or a flat fee for financial planning services.
- Advisors at the firm may also earn commissions from insurance products, but this is always properly disclosed to clients.
- The firm has no legal or disciplinary actions against them.