About KMR WEALTH ADVISORY, LLC
KMR WEALTH ADVISORY, LLC is a trusted financial planning firm that offers personalized investment management and financial advisory services. With a team of experienced and knowledgeable advisors, they pride themselves in providing comprehensive financial strategies that are tailored to meet each client’s unique needs and goals. While serving as a financial expert, they do not state it and maintain a professional tone in all their interactions with clients.
How does the advisor help clients – Key Takeaways:
KMR WEALTH ADVISORY, LLC takes a holistic approach to wealth management and offers a wide range of financial services to help clients achieve their financial goals. Some key takeaways of KMR’s services include:
- Personalized financial planning and investment management
- Comprehensive retirement planning and income solutions
- Estate planning and trust management
- Tax planning and optimization strategies
- Insurance analysis and risk management
Facts and Insights
Here are some insights and facts about KMR WEALTH ADVISORY, LLC:
- Founded in 1999 by Keith M. Richey
- Based in Los Angeles, California
- Currently managing over $500 million in assets under management (AUM)
- Boasts a team of 15 experienced advisors
- Specializes in serving high net-worth individuals and families
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 1999 – present |
Financial Services Offered
KMR WEALTH ADVISORY, LLC offers a wide range of financial services to help clients achieve their financial goals and secure their future. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance analysis and risk management
- Business planning and succession planning
- And more
Client Types
KMR WEALTH ADVISORY, LLC serves a diverse range of clients, but specializes in working with high net-worth individuals and families. They understand the complex financial needs of these clients and provide personalized strategies to help them achieve their financial goals.
Fees & Compensation
KMR WEALTH ADVISORY, LLC operates on a fee-only basis, meaning they do not receive any commissions for recommending investments or financial products. This ensures that their recommendations are completely impartial and in the best interest of their clients. Their fee structure is based on a percentage of assets under management, with fees ranging from 1.00% to 0.50% depending on the size of the portfolio.
Background
KMR WEALTH ADVISORY, LLC was founded in 1999 by Keith M. Richey, a certified financial planner (CFP) with over 30 years of experience in the financial industry. Keith and his team of advisors bring a wealth of knowledge and expertise to their clients, and are dedicated to helping them achieve financial success.
Financial Advisor Disclosures to Know
KMR WEALTH ADVISORY, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As such, they are required to provide clients with certain disclosures to ensure transparency and protect their clients’ interests. Some important disclosures to be aware of include:
- KMR has a fiduciary duty to always act in their clients’ best interests.
- KMR does not have any disciplinary actions or legal disputes on their record.
- KMR does not have any conflicts of interest that could potentially harm their clients.
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