How does KLINGSHIRN INVESTMENT ADVISORS, LLC help clients – Key Takeaways:
KLINGSHIRN INVESTMENT ADVISORS, LLC is a leading financial advisory firm that provides expert guidance to clients in managing their finances and achieving their financial goals. They offer a wide range of services and expertise to help clients navigate the complexities of the financial world.
Facts and Insights
KLINGSHIRN INVESTMENT ADVISORS, LLC has been in business for over 20 years and has a team of experienced professionals who have a deep understanding of the financial market. They have a proven track record of helping clients achieve their financial objectives and build long-term wealth.
The firm has a total of $500 million in assets under management and a team of 12 dedicated advisors who work closely with clients to understand their individual needs and develop personalized financial plans.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | Over 20 years |
Financial Services Offered
KLINGSHIRN INVESTMENT ADVISORS, LLC offers a comprehensive range of financial services to help clients achieve their goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm serves a diverse range of clients, including individuals, families, business owners, and high net worth individuals. They provide customized solutions to meet the unique needs of each client and help them achieve their financial goals.
Fees & Compensation
KLINGSHIRN INVESTMENT ADVISORS, LLC operates on a fee-only basis, which means they do not earn commissions or any other form of compensation from financial products. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management, making their services accessible and affordable for clients of all sizes.
Background
KLINGSHIRN INVESTMENT ADVISORS, LLC was founded by John Klingshirn, who has over 25 years of experience in the financial industry. He is a Certified Financial Planner (CFP®) and a Certified Public Accountant (CPA), providing him with a unique perspective on managing clients’ wealth. The firm is registered with the Securities and Exchange Commission (SEC), ensuring that they comply with all regulatory requirements and act in the best interest of their clients.
Financial Advisor Disclosures to Know
KLINGSHIRN INVESTMENT ADVISORS, LLC believes in transparency and follows a strict code of ethics. They have no legal or disciplinary actions on their record, and their advisors have clean regulatory records. As fiduciaries, they are legally and ethically bound to act in their clients’ best interest at all times.