How does the advisor help clients – Key Takeaways:
KLOCKE CAPITAL GROUP, LLC provides comprehensive financial services to clients, helping them achieve their financial goals and secure their financial future. They offer a wide range of services to both individual and institutional clients, helping them manage their wealth and navigate the ever-changing financial landscape. With a team of experienced and knowledgeable advisors, KLOCKE CAPITAL GROUP, LLC is dedicated to providing personalized and tailored solutions to each client’s unique financial needs and circumstances.
Facts and Insights:
Founded in 2010, KLOCKE CAPITAL GROUP, LLC has quickly become a trusted name in the financial services industry. As of December 31, 2020, the firm had $5.2 billion in assets under management and 13 advisors on staff. With a strong track record of delivering results for clients, KLOCKE CAPITAL GROUP, LLC continues to attract new clients and expand its services to meet the growing demand for quality financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5.2 billion (as of 12/31/2020) | 13 | 11 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types:
KLOCKE CAPITAL GROUP, LLC serves a diverse range of clients, including high net worth individuals, families, corporations, and non-profit organizations. Their services are tailored to meet the unique needs of each client, regardless of their financial background or goals.
Fees & Compensation:
KLOCKE CAPITAL GROUP, LLC charges fees based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients. They do not receive commissions for recommending or selling specific investments, providing clients with unbiased and objective financial advice.
Background:
KLOCKE CAPITAL GROUP, LLC was founded by John Klocke, a seasoned financial advisor with over 25 years of experience in the industry. With a team of skilled and knowledgeable advisors, the firm has a wealth of expertise in managing investments and helping clients achieve their financial goals. They are committed to maintaining the highest standards of ethics and professionalism in all their dealings, earning trust and loyalty from their clients.
Financial Advisor Disclosures to Know:
KLOCKE CAPITAL GROUP, LLC has a clean record with regulatory agencies, with no disclosures or disciplinary actions reported. They are committed to transparency and compliance, ensuring that their clients’ interests are always their top priority.