How does the advisor help clients – Key Takeaways:
KIPLING & CO. is a financial advisory firm that specializes in providing personalized and comprehensive financial advice and services to its clients. With a team of experienced and knowledgeable advisors, KIPLING & CO. helps clients achieve their financial goals and objectives by creating customized strategies that align with their unique needs.
Facts and Insights
KIPLING & CO. was founded in 2005 and has been in business for over 15 years. The firm is headquartered in New York City and has advisors located in major cities across the United States, allowing them to serve clients from coast to coast. KIPLING & CO. has over $1 billion in assets under management and employs a team of over 50 advisors.
The firm’s success can be attributed to its holistic and client-centric approach to financial planning. KIPLING & CO. takes the time to understand each client’s financial goals, risk tolerance, and overall financial situation to create a personalized and comprehensive plan that addresses their specific needs. This approach has led to a high level of client satisfaction and a strong track record of success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion+ | 50+ | Over 15 years |
Financial Services Offered
KIPLING & CO. offers a wide range of financial services to help clients achieve their short-term and long-term financial goals. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more. The firm’s advisors are well-versed in these areas and work closely with clients to develop personalized strategies that align with their unique financial objectives.
Client Types
KIPLING & CO. primarily serves high net worth individuals, families, and small business owners. The firm’s clients typically have a minimum of $500,000 in investable assets. However, the firm also serves clients with lower investable assets and offers a range of services to accommodate their needs. KIPLING & CO. values each client and strives to build long-term relationships that are based on trust and transparency.
Fees & Compensation
KIPLING & CO. charges a fee based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of its clients, as the firm only profits when clients’ investments perform well. The firm also discloses all fees and compensation to clients upfront, ensuring transparency and avoiding any conflicts of interest.
Background
KIPLING & CO. was founded by John Kipling, who has over 20 years of experience in the financial industry. He leads a team of experienced and dedicated advisors who are committed to providing exceptional service and personalized financial solutions to clients. The firm’s advisors undergo regular training and education to stay updated on industry trends and best practices, ensuring that they provide clients with the most relevant and effective advice.
Financial Advisor Disclosures to Know
As a financial expert, KIPLING & CO. is a fiduciary, meaning they are legally and ethically obligated to act in their clients’ best interests at all times. The firm is also a registered investment advisor with the Securities and Exchange Commission (SEC), providing an extra layer of oversight and protection for clients. KIPLING & CO. has a clean record with no disciplinary actions or violations.
In conclusion, KIPLING & CO. offers expert financial advice and services to help clients achieve their financial goals. With a team of experienced advisors, a client-centric approach, and a strong track record of success, the firm is a trusted partner for individuals, families, and small business owners seeking comprehensive and personalized financial solutions.