At KRAFT FINANCIAL, LLC, clients can expect to receive expert financial guidance and advice without having to pay the hefty fees for a financial expert. With a team of experienced advisors and a wide range of financial services, KRAFT FINANCIAL, LLC has become a trusted partner for individuals and businesses seeking financial stability and growth.
H2: How does the advisor help clients – Key Takeaways:
– Provides expert financial guidance and advice
– Offers a wide range of financial services
– Trusted partner for individuals and businesses seeking financial stability and growth
– Team of experienced advisors
H2: Facts and Insights
Let’s take a closer look at the facts and insights of KRAFT FINANCIAL, LLC. As of 2021, the company manages over $500 million in assets under management (AUM). With over 50 advisors, KRAFT FINANCIAL, LLC has been in business for over 20 years, establishing a strong track record of success and reliability.
H2: Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500+ million | 50+ | 20+ years |
H2: Financial Services Offered
KRAFT FINANCIAL, LLC provides a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
– Investment management
– Retirement planning
– Tax planning
– Estate planning
– Insurance planning
H2: Client Types
KRAFT FINANCIAL, LLC caters to a wide range of clients, including individuals, businesses, and institutions. Their team of advisors is well-equipped to serve clients at all stages of their financial journey, from young professionals seeking to build their wealth to established business owners preparing for retirement.
H2 Fees & Compensation
As a fee-only financial advisory firm, KRAFT FINANCIAL, LLC charges clients based on a percentage of their assets under management. This aligns the advisor’s interests with the clients’ and ensures that they are not selling products for commissions. This transparent and fair compensation system allows clients to have peace of mind knowing that their advisor’s recommendations are truly in their best interest.
H2: Background
KRAFT FINANCIAL, LLC was founded by John Kraft, a financial expert with over 30 years of experience in the industry. With a strong background in finance and a passion for helping others achieve financial success, John has built KRAFT FINANCIAL, LLC into a leading financial advisory firm that prioritizes their clients’ needs.
H2: Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or disclosures that may affect their relationship with KRAFT FINANCIAL, LLC. These disclosures can be found in the firm’s Form ADV, which is a document required by the Securities and Exchange Commission (SEC) for all registered investment advisors. Some key disclosures to note include:
– Any affiliations with other financial firms or companies
– Any disciplinary actions taken against the advisor or the firm
– Any financial interests or investments that may represent a conflict of interest for the advisor
In conclusion, KRAFT FINANCIAL, LLC offers clients expert financial guidance and a wide range of services to help them achieve their financial goals. With a team of experienced advisors and a strong track record of success, clients can trust in the reliability and transparency of KRAFT FINANCIAL, LLC.