How does the advisor help clients – Key Takeaways:
Kingston Financial Services is a highly reputable financial firm that provides expert financial services to its clients. They have been in business for over 20 years and have amassed a significant amount of assets under management. Their team of experienced advisors offer a wide range of financial services to cater to the diverse needs of their clients. They have a strong track record of success and have received positive feedback from their clients.
Facts and Insights
Founded in 1998, Kingston Financial Services has been helping clients achieve their financial goals for over 20 years. They primarily work with individuals and families, but also serve businesses and institutions. Their team of advisors have extensive knowledge and experience in the financial industry, making them experts in their field.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20+ years |
Financial Services Offered
Kingston Financial Services offers a wide range of financial services to help their clients achieve financial success. They understand that every client’s needs are different, and therefore tailor their approach to meet each client’s unique goals. Some of the services they offer include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Insurance services
Client Types
Kingston Financial Services serves a diverse range of clients, including individuals, families, businesses, and institutions. They believe in building long-term relationships with their clients and helping them achieve financial success throughout different stages of their lives.
Fees & Compensation
Kingston Financial Services operates on a fee-based structure, meaning their compensation is based on a percentage of the assets under management. This ensures that their interests are aligned with their clients, as their compensation is directly tied to the performance of their clients’ investments. They are transparent about their fees and do not charge any hidden fees or commissions.
Background
The team at Kingston Financial Services has a strong background in the financial industry and holds various certifications and designations. They are committed to upholding the highest ethical standards and providing unbiased and objective financial advice to their clients.
Financial Advisor Disclosures to Know
Kingston Financial Services is a registered investment advisor and is legally bound to act in the best interests of their clients. They have a fiduciary duty to always put their clients’ interests first and disclose any potential conflicts of interest. They also have a strict code of conduct and hold themselves accountable to the highest professional and ethical standards.