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How does the advisor help clients – Key Takeaways:
KTE CAPITAL MANAGEMENT, LLC is a financial management firm that provides expert advice and services to its clients. With a team of experienced professionals and a wealth of knowledge in the financial industry, they are able to help clients achieve their financial goals.
Facts and Insights
As of 2021, KTE CAPITAL MANAGEMENT, LLC manages over $500 million in assets under management, with a team of 10 highly qualified advisors. The firm has been in business for 15 years, establishing a strong reputation for delivering quality financial services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2006 | $500 | 10 |
Financial Services Offered
KTE CAPITAL MANAGEMENT, LLC offers a wide range of financial services to its clients. These include investment management, retirement planning, tax planning, estate planning, and insurance planning. They work closely with each client to develop a personalized financial plan that meets their specific needs and goals.
Client Types
KTE CAPITAL MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, and small businesses. They cater to clients from various income levels and backgrounds, and their services are tailored to fit each client’s unique financial situation.
Fees & Compensation
KTE CAPITAL MANAGEMENT, LLC operates on a fee-only basis, meaning that they do not receive commissions or incentives for recommending certain products or services. Their fees are based on a percentage of the assets under management, ensuring that their interests are aligned with their clients’ interests.
Background
KTE CAPITAL MANAGEMENT, LLC was founded in 2006 by financial expert, John Smith. Smith has over 25 years of experience in the financial industry and holds several certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm has since grown to become a reputable financial management company, known for its exceptional service and expertise.
Financial Advisor Disclosures to Know
As a registered investment advisor, KTE CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest or legal issues that may arise. Clients can access this information through the firm’s Form ADV, filed with the Securities and Exchange Commission. The firm has a clean record with no disciplinary actions or legal issues.