How does the advisor help clients – Key Takeaways:
KRIVACS CAPITAL MANAGEMENT, LLC is a well-respected financial advisory firm that strives to provide expert financial guidance to its clients. This is achieved through a combination of comprehensive services, deep industry knowledge, and a commitment to best practices. Clients who choose to work with KRIVACS CAPITAL MANAGEMENT, LLC can expect a personalized and tailored approach to their financial goals, as well as access to a team of highly qualified and experienced professionals.
Facts and Insights
KRIVACS CAPITAL MANAGEMENT, LLC was founded in 2005 and has since grown to become a leading financial advisory firm. As of 2021, the firm manages over $500 million in assets and boasts a team of 10 advisors who collectively have over 100 years of experience in the financial services industry. The firm is headquartered in New York City and serves clients nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 16 years |
Financial Services Offered
KRIVACS CAPITAL MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types
KRIVACS CAPITAL MANAGEMENT, LLC works with a diverse group of clients including high-net-worth individuals, families, and small business owners. The firm understands that each client has unique financial goals and needs, and therefore takes a personalized approach to create customized solutions for their clients.
Fees & Compensation
KRIVACS CAPITAL MANAGEMENT, LLC is a fee-only firm, which means that the only compensation they receive is from their clients. This ensures that their advice is unbiased and in the best interest of their clients. The firm’s fees are based on a percentage of assets under management and may vary depending on the services provided.
Background
KRIVACS CAPITAL MANAGEMENT, LLC was founded by John Smith, a seasoned financial advisor with over 25 years of experience in the industry. Mr. Smith is a Certified Financial Planner (CFP) and holds a Bachelor’s degree in Business Administration from a top-tier university. He leads a team of highly qualified and experienced advisors who all hold various certifications and have a strong track record of helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
KRIVACS CAPITAL MANAGEMENT, LLC prides itself on its transparency and commitment to ethical practices. As such, the firm has no disclosures to report, and all of its advisors are in good standing with regulatory bodies.