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How does the advisor help clients – Key Takeaways:
KINGSBRIDGE WEALTH MANAGEMENT, INC. is a financial advisory firm that specializes in providing expert financial advice and services to its clients. The firm has a team of experienced professionals who are dedicated to helping clients achieve their financial goals and objectives. With their knowledge and expertise, the advisors at KINGSBRIDGE WEALTH MANAGEMENT, INC. are able to guide clients towards making sound financial decisions that align with their individual needs.
- Expert financial advice and services
- Team of experienced professionals
- Help clients achieve their financial goals and objectives
- Guide clients towards making sound financial decisions
- Align financial decisions with individual needs
Facts and Insights:
Here are some key facts and insights about KINGSBRIDGE WEALTH MANAGEMENT, INC. that showcase the firm’s capabilities and offerings:
- Founded in 1999
- Located in New York City
- Over $1 billion in assets under management
- 20 professional advisors
- Offers a range of financial services
- Clients include individuals, families, and businesses
- Transparent fee and compensation structure
- No disciplinary actions or disclosures on record
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 20 | Founded in 1999 |
Financial Services Offered:
KINGSBRIDGE WEALTH MANAGEMENT, INC. offers a variety of financial services to its clients, including:
- Investment management
- Financial planning
- Estate planning
- Tax planning
- Retirement planning
- Insurance solutions
- Business succession planning
Client Types:
KINGSBRIDGE WEALTH MANAGEMENT, INC. serves a diverse client base, including:
- High-net-worth individuals and families
- Small business owners
- Corporate executives
- Professionals
- Retirees
Fees & Compensation:
At KINGSBRIDGE WEALTH MANAGEMENT, INC., advisors charge clients a transparent fee based on a percentage of their assets under management. This fee structure aligns the interests of the client and the advisor, as the advisor’s compensation is tied to the success of the client’s investments. This fee covers all financial services provided by the firm, so clients can feel confident that there are no hidden costs or additional fees.
Background:
KINGSBRIDGE WEALTH MANAGEMENT, INC. was founded in 1999 by a team of experienced financial advisors with a shared goal of providing expert and personalized financial services to their clients. The firm is located in New York City and has grown to manage over $1 billion in assets. With their extensive knowledge and experience, the advisors at KINGSBRIDGE WEALTH MANAGEMENT, INC. have built a strong reputation for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a responsible financial advisor, KINGSBRIDGE WEALTH MANAGEMENT, INC. wants its clients to be well-informed about any potential conflicts of interest or disciplinary actions. Therefore, it is important for clients to know that the firm has a clean record with no disciplinary actions or disclosures on record. Clients can feel confident in the integrity and transparency of the firm’s services.