KINNAMON & ASSOCIATES LTD II
KINNAMON & ASSOCIATES LTD II is recognized as a leading financial advisory firm, providing comprehensive services to a diverse range of clients. With a team of experienced and knowledgeable advisors, KINNAMON & ASSOCIATES LTD II is committed to helping its clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
KINNAMON & ASSOCIATES LTD II offers a wide range of financial services to its clients, including financial planning, investment management, retirement planning, and more. The firm’s approach is tailored to each individual client’s unique needs and goals, ensuring that they receive the best possible advice and solutions.
Facts and Insights
KINNAMON & ASSOCIATES LTD II has been in business for over 20 years, and during this time, it has gained valuable insights and experience in the financial sector. The firm stays up-to-date with industry trends and changes, ensuring that its clients receive the most relevant and effective advice for their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered:
KINNAMON & ASSOCIATES LTD II provides a wide range of financial services, including:
- Financial planning and consulting
- Investment management
- Retirement planning
- Estate planning and wealth transfer
- Tax planning and management
Client Types:
KINNAMON & ASSOCIATES LTD II serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- Retirees
- Non-profit organizations
Fees & Compensation:
KINNAMON & ASSOCIATES LTD II believes in being fully transparent about its fees and compensation structure. The firm charges a percentage of assets under management, and all fees are discussed and agreed upon with clients before any services are provided.
Background:
The team at KINNAMON & ASSOCIATES LTD II has a combined experience of over 50 years in the financial industry. The firm prides itself on its extensive knowledge and expertise, which is continuously growing through ongoing education and training. The advisors at KINNAMON & ASSOCIATES LTD II are held to high ethical and professional standards, ensuring that clients receive the best possible service.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, KINNAMON & ASSOCIATES LTD II is required to disclose any potential conflicts of interest and any disciplinary actions taken against the firm or its advisors. Clients can access this information on the Securities and Exchange Commission’s website or through the firm’s Form ADV.