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How does the advisor help clients – Key Takeaways:
KLIMIS & ASSOCIATES ADVISORY, INC. prides itself in providing comprehensive financial services to their clients. The firm takes a client-centered approach, tailoring their strategies to each individual client’s needs and goals. The team’s expertise and experience allows them to provide valuable insights and guidance to help clients achieve their financial objectives.
Facts and Insights
KLIMIS & ASSOCIATES ADVISORY, INC. has been in business for over 20 years, during which it has built a strong reputation in the financial services industry. With a team of highly skilled advisors, the firm is able to offer a wide range of services to its clients and help them navigate the complex world of finance. The firm’s success is evident in its impressive assets under management and number of advisors.
| Year Founded | 1999 |
|---|---|
| Assets Under Management | $1 billion |
| Number of Advisors | 25 |
Financial Services Offered
KLIMIS & ASSOCIATES ADVISORY, INC. offers a wide range of financial services to their clients. These services include wealth management, investment planning, retirement planning, tax planning, and estate planning. The firm’s advisors work closely with clients to create customized financial plans that fit their unique needs and goals.
Client Types
The firm serves a diverse group of clients ranging from individuals and families to businesses and organizations. Their clients come from various industries and backgrounds, but all share a common goal of securing their financial future.
Fees & Compensation
KLIMIS & ASSOCIATES ADVISORY, INC. charges clients a percentage of their assets under management as their fee. This fee structure aligns the firm’s interests with their clients’ interests, as the firm only benefits when their clients’ investments grow. The firm also offers hourly financial planning services for those who do not require ongoing management.
Background
KLIMIS & ASSOCIATES ADVISORY, INC. was founded in 1999 by John Klimis, who has over 30 years of experience in the financial industry. Under his leadership, the firm has grown into a thriving financial advisory firm with a team of experienced and knowledgeable advisors. The firm’s success and reputation are a testament to their dedication and commitment to their clients’ financial success.
Financial Advisor Disclosures to Know
KLIMIS & ASSOCIATES ADVISORY, INC. complies with all industry regulations and standards, and is committed to transparency in all their business practices. They provide clients with all necessary disclosures and actively communicate any potential conflicts of interest that may arise. The firm’s ultimate goal is to help clients reach their financial goals while adhering to the highest ethical standards.