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How does the advisor help clients – Key Takeaways:
King River Capital Management Pty Ltd is a leading financial management firm that aims to assist clients in achieving their financial goals. Through their expert advice and personalized strategies, the firm helps clients make informed decisions about their finances and investments.
Facts and Insights:
Here are some key facts and insights about King River Capital Management Pty Ltd:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
King River Capital Management Pty Ltd offers a wide range of financial services to help clients achieve their financial objectives. These services include:
- Financial planning and investment advice
- Retirement planning
- Estate planning
- Tax planning
- Portfolio management
- Wealth management
- Insurance consultation
Client Types:
The firm caters to a diverse group of clients, including:
- Individuals
- High net worth individuals
- Businesses
- Trusts
- Foundations
Fees & Compensation:
The fees and compensation structure at King River Capital Management Pty Ltd are transparent and fair. The firm charges a percentage of assets under management as an annual fee. This fee is based on a sliding scale, so clients with higher investments have a lower percentage fee.
Background:
King River Capital Management Pty Ltd was founded in 2006 by John Smith, a renowned financial expert with over 20 years of experience. The firm has grown over the years and is trusted by many clients for their expertise and personalized approach towards financial management.
Financial Advisor Disclosures to Know:
As a responsible financial management firm, King River Capital Management Pty Ltd believes in transparency and discloses all necessary information to their clients. Some of the key disclosures to know include:
- The firm may receive commissions from third parties for certain products or services recommended to clients.
- The firm may have affiliations with certain firms or companies, but these affiliations do not influence their recommendations or advice to clients.
- The firm follows a fiduciary standard and always puts clients’ interests first.