How does the advisor help clients – Key Takeaways:
KING AND COMPANY, INCORPORATED is a financial consulting firm that specializes in providing a range of financial
services to its clients. The company has been in business for over 20 years and has a team of experienced and
professional advisors who are dedicated to helping their clients achieve their financial goals.
When it comes to helping clients, KING AND COMPANY, INCORPORATED takes a comprehensive approach by providing personalized
financial advice and solutions based on each client’s unique needs and goals. The team of advisors at the firm understands
that every client has different financial circumstances, risk tolerance, and goals, and they work closely with them to
create a tailored financial plan that addresses their specific needs.
In addition to creating personalized financial plans, KING AND COMPANY, INCORPORATED also helps clients make informed
financial decisions by providing insights and education on financial matters. Whether it’s discussing investment
opportunities or explaining complex financial concepts, the advisors at the firm are always available to guide and
empower clients in their financial journey.
Facts and Insights
As of 2021, KING AND COMPANY, INCORPORATED manages over $500 million in assets under management for its clients.
The firm has a team of 10 advisors who have an average of 15 years of experience in the financial industry.
With their expertise and dedication, the advisors at KING AND COMPANY, INCORPORATED have helped numerous clients
achieve their financial goals and secure their financial future.
| Year Started | Assets Under Management | Number of Advisors |
|---|---|---|
| 2000 | $500 million | 10 |
Financial Services Offered
KING AND COMPANY, INCORPORATED offers a wide range of financial services to help clients grow, protect, and
manage their wealth. Some of the services provided by the firm include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
KING AND COMPANY, INCORPORATED serves a diverse range of clients, including individuals, families, and small
businesses. The firm understands that each client has unique financial needs and works closely with them
to create customized solutions that align with their financial goals.
Fees & Compensation
At KING AND COMPANY, INCORPORATED, the fees and compensation structure is designed to be transparent and
align with the clients’ best interests. The firm charges a percentage of the assets under management as
well as hourly fees for financial planning services. The exact fees and compensation are discussed with
each client before entering into a formal engagement.
Background
KING AND COMPANY, INCORPORATED was founded in 2000 by John King, a seasoned financial advisor with over 20 years of experience
in the industry. Under his leadership, the firm has grown to become a leading financial consulting firm,
serving clients across the country. The company is committed to upholding high ethical standards and
providing the best possible service to its clients.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it’s essential to understand any potential conflicts of
interest or disclosures. At KING AND COMPANY, INCORPORATED, the advisors are fiduciaries, meaning
they always act in the clients’ best interests. They have a strict code of ethics that guide their
actions, and the firm discloses any potential conflicts of interest to their clients.