How does the advisor help clients – Key Takeaways:
KRANE FUNDS ADVISORS, LLC is a financial advisory firm that specializes in providing expert financial guidance to individuals and institutions. With a team of experienced professionals and a strong track record, the firm excels in helping clients reach their financial goals.
Facts and Insights
KRANE FUNDS ADVISORS, LLC was founded in 2009 and is headquartered in New York City. As of 2021, the firm manages over $5 billion in assets and serves a diverse range of clients including high-net-worth individuals, institutions, and retirement plans.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2009 | $5 billion | N/A |
Financial Services Offered
KRANE FUNDS ADVISORS, LLC offers a variety of financial services to meet the diverse needs of their clients. These include portfolio management, investment analysis, wealth planning, and retirement planning.
Client Types
KRANE FUNDS ADVISORS, LLC caters to a wide range of clients, including:
- High-net-worth individuals
- Institutions
- Retirement plans
Fees & Compensation
The fees and compensation structure at KRANE FUNDS ADVISORS, LLC varies depending on the specific services and strategies used for each client. Generally, the firm charges a percentage of assets under management as a management fee, and also may receive commissions and/or referral fees from third-party service providers.
Background
KRANE FUNDS ADVISORS, LLC was founded by a team of experienced financial professionals with a deep understanding of the markets and a passion for helping clients achieve their financial goals. The firm prides itself on its client-centric approach and commitment to providing personalized, tailored solutions for each individual.
Financial Advisor Disclosures to Know
As an SEC-registered firm, KRANE FUNDS ADVISORS, LLC is required to disclose any relevant information that may impact their clients. These disclosures include any conflicts of interest, disciplinary actions, and any other material facts that may affect the client’s decision to work with the firm. Clients are encouraged to thoroughly review these disclosures before engaging with the firm.