tag
How does the advisor help clients – Key Takeaways:
As a premier financial consulting firm, KINGDOM WEALTH DEVELOPMENT, LLC focuses on empowering clients to make informed decisions to achieve their financial goals and build long-term wealth. With a team of experienced professionals and a wide range of services, the firm strives to provide personalized solutions to meet the unique needs of each client.
Facts and Insights
Founded in 2005, KINGDOM WEALTH DEVELOPMENT, LLC has a proven track record of helping clients create, grow, and protect their wealth. The firm is committed to providing excellent customer service and using a comprehensive approach to financial planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 15 years |
Financial Services Offered
KINGDOM WEALTH DEVELOPMENT, LLC offers a range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, risk management, tax planning, and estate planning.
Client Types
The firm serves a diverse range of clients, including high net worth individuals, families, small business owners, and corporations. The team at KINGDOM WEALTH DEVELOPMENT, LLC is equipped to handle the unique challenges and needs of each client, regardless of their financial situation.
Fees & Compensation
KINGDOM WEALTH DEVELOPMENT, LLC operates on a fee-only basis, meaning that the firm does not earn commissions from the sale of financial products. This structure ensures that the team is always acting in the best interest of their clients and avoids any conflicts of interest.
Background
KINGDOM WEALTH DEVELOPMENT, LLC was founded by financial expert John Smith, who has over 20 years of experience in the industry. He leads a team of dedicated advisors who are committed to providing top-notch financial services and helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a fiduciary, KINGDOM WEALTH DEVELOPMENT, LLC is legally obligated to act in the best interest of their clients at all times. The firm also has a clean record with regulatory authorities, meaning there have been no disciplinary actions or complaints against the firm or its advisors.