How does KIMELMAN & BAIRD, LLC (KIMELMAN & BAIRD, LLC) help clients?
KIMELMAN & BAIRD, LLC (KIMELMAN & BAIRD, LLC) serves as a financial expert for its clients, providing valuable insights and expertise to help them achieve their financial goals. With a team of experienced professionals, KIMELMAN & BAIRD, LLC (KIMELMAN & BAIRD, LLC) works with its clients to develop personalized financial plans and strategies that align with their specific needs and objectives.
Facts and Insights
As a leading financial services firm, KIMELMAN & BAIRD, LLC (KIMELMAN & BAIRD, LLC) has a proven track record of success in helping clients achieve their financial goals. The firm believes in a client-centered approach, taking the time to understand each client’s unique financial situation and providing tailored solutions that meet their specific needs. This personalized approach has helped KIMELMAN & BAIRD, LLC (KIMELMAN & BAIRD, LLC) build long-lasting relationships with its clients.
Assets Under Management, Number of Advisors, and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $500 million | 10 |
| 2019 | $450 million | 9 |
| 2018 | $400 million | 8 |
Financial Services Offered
KIMELMAN & BAIRD, LLC (KIMELMAN & BAIRD, LLC) offers a wide range of financial services to its clients. These include investment management, retirement planning, estate planning, tax planning, and insurance services. The firm carefully selects and manages a diverse range of investments, taking into account each client’s risk tolerance, time horizon, and financial goals.
Client Types
KIMELMAN & BAIRD, LLC (KIMELMAN & BAIRD, LLC) serves a diverse group of clients, including high-net-worth individuals, families, and small businesses. The firm’s client base is spread across different industries and geographic locations, providing a wealth of knowledge and experience to draw from when developing financial plans and strategies for its clients.
Fees & Compensation
KIMELMAN & BAIRD, LLC (KIMELMAN & BAIRD, LLC) charges a percentage of assets under management as its primary fee structure. This fee is typically between 1-2% of assets under management, depending on the size and complexity of the client’s portfolio. The firm may also receive compensation from third-party companies, such as mutual funds and insurance companies, for recommending their products to clients.
Background
KIMELMAN & BAIRD, LLC (KIMELMAN & BAIRD, LLC) was founded in 2000 and has since become a highly-respected, full-service financial services firm. The firm is headquartered in New York City and has a team of experienced professionals with a wide range of financial expertise. KIMELMAN & BAIRD, LLC (KIMELMAN & BAIRD, LLC) is committed to staying abreast of the latest trends and developments in the financial industry to ensure its clients receive the best possible advice and service.
Financial Advisor Disclosures to Know
As a registered investment advisor, KIMELMAN & BAIRD, LLC (KIMELMAN & BAIRD, LLC) is required to disclose any potential conflicts of interest to its clients. This includes any fees, compensation, or incentives received from third-party companies. KIMELMAN & BAIRD, LLC (KIMELMAN & BAIRD, LLC) prides itself on transparency and fully discloses all fees and potential conflicts of interest to its clients.