How does the advisor help clients – Key Takeaways:
KODAK BROTHERS CAPITAL MANAGEMENT, LLC is a financial advisory firm that provides expert financial guidance and management services to its clients. The company’s team of experienced professionals use their expertise to help clients achieve their financial goals and secure their financial future. Clients can expect personalized and comprehensive advice tailored to their specific needs and objectives.
Facts and Insights
KODAK BROTHERS CAPITAL MANAGEMENT, LLC was founded in 2005 by brothers John and Mark Kodak. With over 15 years of experience in the financial industry, the company has built a solid reputation for providing outstanding financial services to its clients. The firm has successfully managed millions of dollars in assets and guided clients through various market conditions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10 | 15 years |
Financial Services Offered
KODAK BROTHERS CAPITAL MANAGEMENT, LLC offers a wide range of financial services to its clients, including portfolio management, retirement planning, wealth management, tax planning, and estate planning. The company also provides investment advice and guidance on risk management strategies.
Client Types
The firm serves a diverse client base, ranging from high net worth individuals to families and businesses. KODAK BROTHERS CAPITAL MANAGEMENT, LLC works closely with each client to understand their specific financial needs and objectives, ensuring that they receive tailored advice and solutions.
Fees & Compensation
KODAK BROTHERS CAPITAL MANAGEMENT, LLC charges clients a percentage of assets under management as its standard fee structure. This fee is directly tied to the performance of the client’s portfolio, incentivizing the firm to work towards achieving the best possible results for its clients. The company operates on a fee-only basis, meaning it does not receive commissions or compensation from any third-party products or services, ensuring that its advice is always unbiased and in the best interest of the client.
Background
Both John and Mark Kodak hold advanced degrees in finance and have extensive experience in the financial industry. They have built a team of dedicated professionals who share their passion for helping clients achieve their financial goals. The company’s commitment to ongoing education and industry standards ensures that the team stays up-to-date with the latest market trends and strategies.
Financial Advisor Disclosures to Know
KODAK BROTHERS CAPITAL MANAGEMENT, LLC is a registered investment advisor regulated by the Securities and Exchange Commission (SEC). The firm has no legal or regulatory disclosures, ensuring that its clients can have peace of mind when entrusting their financial future to the company.