About KINGSLEY ADVISORS, LLC
Kingsley Advisors, LLC is a leading financial advisory firm with a team of experienced professionals who specialize in providing expert financial advice to clients across various industries. With a comprehensive understanding of the financial market and a dedication to personalized service, Kingsley Advisors offers its clients tailored solutions to help them achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and guidance
- Tailored solutions to meet individual client needs
- Comprehensive understanding of the financial market
- Dedicated team of experienced professionals
Facts and Insights
Here are some key facts and insights about Kingsley Advisors, LLC:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 10 years |
Financial Services Offered
Kingsley Advisors, LLC provides a range of comprehensive financial services including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
Client Types
The firm serves a diverse group of clients including individuals, families, corporations, and institutions. Kingsley Advisors, LLC can tailor its services to meet the unique needs of each client.
Fees & Compensation
Kingsley Advisors, LLC operates on a fee-based compensation model, meaning that its fees are based on a percentage of the assets under management. This ensures that the firm’s interests are aligned with those of its clients, as their success is directly tied to the performance of their clients’ portfolios.
Background
Kingsley Advisors, LLC was founded in 2010 by John Kingsley, a seasoned financial professional with over 20 years of experience in the industry. John and his team of experts bring a wealth of knowledge and expertise to the firm, making them a trusted partner for clients seeking financial advice.
Financial Advisor Disclosures to Know
Kingsley Advisors, LLC takes pride in operating with the utmost transparency and integrity. The firm has no disclosures listed on their SEC filing, meaning they have had a clean record with no regulatory or legal actions against them.