About KINGSLY CAPITAL, LLC
KINGSLY CAPITAL, LLC is a leading financial advisory firm that specializes in providing expert financial advice and guidance to its clients. The firm has established itself as a reliable and trustworthy source for individuals and businesses seeking to manage their wealth and achieve their financial goals.
How does the advisor help clients – Key Takeaways:
The team at KINGSLY CAPITAL, LLC is dedicated to providing exceptional service to its clients. They offer a wide range of financial services to guide clients in making well-informed decisions regarding their finances. Some key takeaways of how the advisor helps clients include:
- Providing personalized financial planning based on the client’s unique needs and goals
- Offering investment strategies and advice to help clients grow their wealth
- Creating retirement plans to ensure a secure financial future for clients
- Assisting with tax planning and minimizing tax liabilities
- Guiding clients through insurance decisions to protect their assets
Facts and Insights
Here are some facts and insights about KINGSLY CAPITAL, LLC:
- Founded in 2010 by John Kingsly, a highly experienced and skilled financial expert with over 20 years of experience
- Based in New York, with offices in major cities across the United States
- Employs a team of 50+ advisors with diverse backgrounds and specialties
- Servicing over 5,000 clients, including individuals, families, and businesses
- Over $500 million in assets under management
- Consistently ranked among the top financial advisory firms in the country
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50+ | 10 years |
Financial Services Offered
KINGSLY CAPITAL, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Wealth management
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Business succession planning
- Education planning
Client Types
The firm caters to a variety of clients, including:
- High-net-worth individuals
- Business owners
- Corporate executives
- Professionals
- Families
- Small businesses
- Non-profit organizations
Fees & Compensation
KINGSLY CAPITAL, LLC operates on a fee-based structure, where advisors are compensated based on the services and products recommended to clients. This allows for transparency and ensures that advisors are aligned with the best interests of their clients.
Background
KINGSLY CAPITAL, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). It is also a member of the Financial Industry Regulatory Authority (FINRA). The firm adheres to strict ethical standards and is committed to providing honest and unbiased advice to its clients.
Financial Advisor Disclosures to Know
Before engaging in any financial services, it is important to be aware of potential conflicts of interest. At KINGSLY CAPITAL, LLC, advisors are required to disclose any relationships or affiliations that may pose a conflict of interest when advising clients. These disclosures are important for clients to make informed decisions.