How does the advisor help clients – Key Takeaways:
KLEINHENZ & ASSOCIATES, LTD. is a reputable financial firm that provides expert advice and services to its clients. With a team of experienced and knowledgeable advisors, they are dedicated to helping their clients achieve their financial goals and manage their wealth effectively.
Facts and Insights
KLEINHENZ & ASSOCIATES, LTD. has been in business for over 20 years, making them a well-established and trusted name in the financial industry. They currently have over $500 million in assets under management and employ a team of highly qualified advisors who provide personalized and comprehensive financial planning services to their clients.
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| KLEINHENZ & ASSOCIATES, LTD. | $500 million | 10+ | 20+ years |
Financial Services Offered
KLEINHENZ & ASSOCIATES, LTD. offers a wide range of financial services to both individual and institutional clients. Their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
KLEINHENZ & ASSOCIATES, LTD. caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. They understand that each client has unique financial needs and goals, and they tailor their services to meet those specific requirements.
Fees & Compensation
KLEINHENZ & ASSOCIATES, LTD. charges a fee based on a percentage of the assets under management. This fee structure ensures that their interests are aligned with their clients’, as they only earn more when their clients’ portfolios increase in value. They do not receive any commissions for recommending specific investments, ensuring that their advice is unbiased and in the best interest of their clients.
Background
KLEINHENZ & ASSOCIATES, LTD. was founded by John Kleinhenz, a highly respected and experienced financial advisor with over 30 years of experience in the industry. He built the firm on the principles of integrity, trust, and transparency, which continue to guide their services today.
Financial Advisor Disclosures to Know
KLEINHENZ & ASSOCIATES, LTD. holds itself to the highest standards of professionalism and ethical conduct. They are registered with the Securities and Exchange Commission (SEC) and are held to the fiduciary standard, which requires them to always act in the best interest of their clients. This means that they must disclose any potential conflicts of interest and only recommend investments that are suitable for their clients’ risk tolerance and financial goals.