and
How does the advisor help clients – Key Takeaways:
KLR INVESTMENT ADVISORS, LLC offers a range of financial services to its clients, including asset management, financial planning, and retirement planning. They also provide personalized investment solutions based on each client’s unique goals and risk tolerance. Their team of advisors conducts thorough market research and analysis to ensure their clients’ investments are strategically structured for the best possible outcomes.
KLR INVESTMENT ADVISORS, LLC believes in maintaining a transparent and collaborative relationship with their clients, working closely with them to understand their needs and provide tailored recommendations that align with their financial goals.
Facts and Insights
KLR INVESTMENT ADVISORS, LLC was founded in 2005 by Kelly R. Lawson, a seasoned financial expert with over 25 years of experience in the industry. The firm is headquartered in Los Angeles, California, and has offices in New York City, San Francisco, and Miami.
The firm manages over $2.5 billion in assets and has a team of more than 20 advisors, including CFA® charterholders, Certified Financial Planners™, and Certified Public Accountants. Their diverse backgrounds and expertise allow them to offer comprehensive financial solutions to a wide range of clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 20+ | Since 2005 |
Financial Services Offered
KLR INVESTMENT ADVISORS, LLC offers a comprehensive range of financial services to its clients, including:
- Asset management – creating and managing custom portfolios
- Financial planning – creating and implementing personalized financial plans
- Retirement planning – helping clients plan for a comfortable retirement
- Estate planning – assisting with the transfer of wealth to future generations
- Tax planning – minimizing tax liabilities through strategic planning
Client Types
KLR INVESTMENT ADVISORS, LLC serves a diverse range of clients, including high-net-worth individuals, families, business owners, and institutions. Their team is well-equipped to handle the complex financial needs of these clients and provide tailored solutions to help them reach their financial goals.
Fees & Compensation
KLR INVESTMENT ADVISORS, LLC follows a fee-only compensation structure, meaning they do not receive commissions or bonuses for recommending particular investments. This ensures that their advice is always in the best interest of their clients. Their fees are based on a percentage of assets under management, and they also offer hourly or flat-rate fees for certain services.
Background
The founder and CEO of KLR INVESTMENT ADVISORS, LLC, Kelly R. Lawson, has built a reputation for providing exceptional financial advice to his clients. With a background in accounting and finance, he has a unique blend of expertise that allows him to offer comprehensive and well-rounded financial solutions to his clients.
Financial Advisor Disclosures to Know
KLR INVESTMENT ADVISORS, LLC operates with the utmost integrity and transparency, and prides itself on maintaining compliance with all regulatory requirements. In the past ten years, there have been no legal or disciplinary actions taken against the firm or any of its advisors.