How does the advisor help clients – Key Takeaways:
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC provides financial expertise and guidance to clients looking to grow and manage their wealth. The advisors at KINGSBURY CAPITAL INVESTMENT ADVISORS LLC work closely with each client to develop personalized financial plans and offer a range of services to help them achieve their financial goals.
Facts and Insights
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC was founded in 2008 and has been in business for over a decade, providing clients with high-quality financial services. The firm currently manages over $500 million in assets, employs 5 advisors, and has helped countless clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | Over 10 years |
Financial Services Offered
- Investment management
- Wealth planning
- Tax planning
- Estate planning
- Retirement planning
- Insurance services
Client Types
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC serves a diverse range of clients, including individuals, families, and businesses. Their clients come from various backgrounds and have different financial needs and goals. The advisors at KINGSBURY CAPITAL INVESTMENT ADVISORS LLC are equipped to work with clients at different stages of their financial journey and provide tailored services to help them achieve their unique goals.
Fees & Compensation
The advisors at KINGSBURY CAPITAL INVESTMENT ADVISORS LLC are compensated through a fee-only structure, which means they do not receive commissions for recommending specific products or services. This ensures that the advisors act in the best interests of their clients and do not have any conflicts of interest.
Background
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC was founded by John Kingsbury, who has over 20 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and also holds a Chartered Financial Analyst (CFA) designation. Under his leadership, KINGSBURY CAPITAL INVESTMENT ADVISORS LLC has become a trusted and reputable financial advisory firm.
Financial Advisor Disclosures to Know
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC is a registered investment advisor, regulated by the Securities and Exchange Commission (SEC). As such, they are required to disclose any potential conflicts of interest or disciplinary actions on their Form ADV. Clients can access this information and feel confident that they are working with a transparent and trustworthy financial advisor.