How does the advisor help clients – Key Takeaways:
- Kratky Capital Management, LLC is a financial firm that provides expert advice and management services to clients looking to grow their financial assets.
- The firm specializes in personalized investment strategies that aim to meet specific financial goals and objectives.
- Kratky Capital Management, LLC believes in a hands-on approach, actively monitoring and adjusting client portfolios as needed.
Facts and Insights
Kratky Capital Management, LLC was founded in 2010 and is headquartered in New York City. The firm serves a diverse client base, including individuals, families, and small businesses, helping them achieve their financial goals by providing comprehensive and personalized financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Total Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 6 | 9 years |
Financial Services Offered
- Portfolio Management
- Investment Planning and Advice
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types
- Individuals
- Families
- Small Businesses
- High Net Worth Individuals
Fees & Compensation
Kratky Capital Management, LLC charges a fee based on a percentage of assets under management. This fee is typically between 1-2% depending on the level of service and complexity of the client’s financial situation. The firm may also receive compensation from third-party providers for referring clients to certain products or services.
Background
The team at Kratky Capital Management, LLC is comprised of experienced and knowledgeable financial advisors who are dedicated to helping clients achieve their financial goals. The firm’s founder, John Kratky, has over 20 years of experience in the financial industry, including working at top firms on Wall Street. The team takes a proactive and hands-on approach to investment management, constantly staying abreast of market changes and opportunities.
Financial Advisor Disclosures to Know
As a registered investment advisor, Kratky Capital Management, LLC is required to disclose any potential conflicts of interest or disciplinary history. The firm has a clean record with no disciplinary actions and holds itself to high ethical standards when it comes to managing client assets. Additionally, the firm prides itself on its transparency and clear communication with clients regarding fees, compensation, and any conflicts of interest that may arise.