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How does the advisor help clients – Key Takeaways:
KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC is a trusted financial planning and investment firm that provides expert guidance to clients looking to secure their financial future. With a dedicated team of professionals and years of experience in the industry, they offer a wide range of services tailored to meet the specific needs and goals of each client.
Facts and Insights
KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC is a registered investment advisor established in 2010. As of 2021, the firm manages over $500 million in assets and has a team of 10 experienced advisors. With a strong track record of delivering effective financial solutions, they have gained the trust and confidence of numerous clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 11 years |
Financial Services Offered
- Retirement planning
- Investment management
- Education planning
- Estate planning
- Tax planning
- Insurance services
Client Types
KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC works with a diverse clientele including high net worth individuals, families, and businesses. They also serve clients in various professions such as doctors, lawyers, and corporate executives.
Fees & Compensation
KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC operates on a fee-only structure, meaning they do not earn commissions from selling financial products. Instead, they charge a percentage of assets under management, ensuring their interests are aligned with those of their clients.
Background
The founder of KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC, John Kubo, has over 25 years of experience in the financial services industry. He is a Certified Financial Planner™ and has a Masters in Financial Planning, making him a highly sought-after advisor. Along with his team of experts, he is committed to providing personalized and comprehensive financial solutions to clients.
Financial Advisor Disclosures to Know
KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC has a clean regulatory record, with no disciplinary actions taken against them. They are also transparent about their fees and potential conflicts of interest, ensuring complete honesty and integrity in their client relationships.