How does the advisor help clients – Key Takeaways:
KIRBY FINANCIAL ASSOCIATES, LLC is a leading financial advisory firm that provides comprehensive and customized solutions to help their clients achieve their financial goals and secure their financial future. With a team of experienced and knowledgeable financial advisors, their mission is to provide exceptional service and tailored advice to clients from all walks of life.
Facts and Insights:
Founded in 1998, KIRBY FINANCIAL ASSOCIATES, LLC has years of experience in the financial services industry and has helped numerous clients reach their financial goals. With a strong commitment to integrity and transparency, the firm has built a reputation for providing reliable and unbiased advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Total Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 23 years |
Financial Services Offered:
- Investment management and portfolio analysis
- Retirement planning
- Estate planning
- Tax planning and optimization
- Insurance analysis and risk management
Client Types:
KIRBY FINANCIAL ASSOCIATES, LLC works with a diverse range of clients, including individuals, families, small business owners, and high net worth individuals. They understand that each client has unique financial needs and goals, and their team of advisors is equipped to provide personalized solutions for each client.
Fees & Compensation:
KIRBY FINANCIAL ASSOCIATES, LLC is a fee-only firm, which means they do not earn commissions or receive compensation from third parties for recommending specific products or services. This ensures that their recommendations are always in the best interest of their clients. Their fees are based on a percentage of assets under management, with a tiered fee schedule that decreases as assets increase.
Background:
The team at KIRBY FINANCIAL ASSOCIATES, LLC is made up of highly qualified and experienced financial professionals who hold various certifications and designations in the financial services industry. They are committed to staying updated on the latest trends and strategies in the market to provide their clients with the best possible advice.
Financial Advisor Disclosures to Know:
As a registered investment advisor, KIRBY FINANCIAL ASSOCIATES, LLC is legally bound to act in the best interest of their clients and disclose any conflicts of interest. They have a clean record with no disciplinary actions taken against them by any regulatory bodies.