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How does the advisor help clients – Key Takeaways:
KURFEES CAPITAL MANAGEMENT, LLC is a leading financial management firm that provides expert services to its clients. With a team of experienced professionals, the firm offers a wide range of financial services to help clients achieve their financial goals. From retirement planning to investment management, KURFEES CAPITAL MANAGEMENT, LLC has the expertise to guide clients towards success.
Facts and Insights
KURFEES CAPITAL MANAGEMENT, LLC was founded in 2005 and has been in business for 16 years, providing financial services to individuals, families, and businesses. The firm has over $500 million in assets under management and a team of 10 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
KURFEES CAPITAL MANAGEMENT, LLC offers a variety of financial services to meet the needs of its clients. From investment management to retirement planning, the firm provides personalized and comprehensive solutions for wealth management. Some of the services offered by the firm include:
- Investment Management
- Retirement Planning
- Estate Planning
- Insurance Solutions
- Tax Planning
- Education Planning
Client Types
KURFEES CAPITAL MANAGEMENT, LLC caters to a diverse range of clients, including individuals, families, and businesses. The firm understands that each client has unique financial goals and needs, and therefore provides customized solutions to meet their specific requirements.
Fees & Compensation
KURFEES CAPITAL MANAGEMENT, LLC charges a fee for its services, which is based on a percentage of the assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients, and the firm receives compensation only when the client’s assets grow.
Background
KURFEES CAPITAL MANAGEMENT, LLC was founded by John Kurfees, a highly experienced and knowledgeable financial expert. John has over 25 years of experience in the financial industry and has built a team of professionals who share his vision and commitment to providing exceptional services to clients. The firm is headquartered in New York City and has a strong presence throughout the country.
Financial Advisor Disclosures to Know
As a registered investment advisor, KURFEES CAPITAL MANAGEMENT, LLC is regulated by the Securities and Exchange Commission (SEC). This means that the firm is required to provide full disclosure of any potential conflicts of interest to its clients. The firm follows a strict code of ethics and is committed to upholding the highest standards of professionalism and transparency.