How does KONDRACKI ADVISORY, LLC help clients – Key Takeaways:
- KONDRACKI ADVISORY, LLC is a financial advisory firm that provides expert advice in managing and growing clients’ financial assets.
- The firm specializes in providing personalized solutions for each client, taking into account their unique financial goals and risk tolerance.
- Through comprehensive financial planning and investment management services, KONDRACKI ADVISORY, LLC helps clients achieve financial success and security.
Facts and Insights
KONDRACKI ADVISORY, LLC was founded in 2005 and is based in New York City. The firm has a team of experienced financial advisors who are dedicated to providing top-notch financial guidance to individuals and families.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
KONDRACKI ADVISORY, LLC caters to a diverse range of clients including high-net-worth individuals, families, business owners, and retirees.
Fees & Compensation
The firm operates on a fee-only model, which means that they do not receive commissions or compensation from third-party products. This ensures that the advice given is always in the best interest of the client.
Background
The founder and lead financial advisor of KONDRACKI ADVISORY, LLC, John Kondracki, has over 25 years of experience in the financial services industry. He holds a CFP® (Certified Financial Planner) designation and is dedicated to continuously expanding his knowledge and expertise to better serve clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, KONDRACKI ADVISORY, LLC is required to disclose any potential conflicts of interest to clients. The firm adheres to a strict code of ethics and always puts the client’s needs first.