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How does the advisor help clients – Key Takeaways:
KYOBO LIFE ASSET MANAGEMENT (AMERICA) CO., LTD. is a financial firm that provides expert advice and guidance to clients. They have a professional team of advisors who are well-versed in the financial markets and have a deep understanding of the needs and goals of their clients. By leveraging their expertise and experience, they help clients make informed decisions and achieve their financial objectives.
Facts and Insights
KYOBO LIFE ASSET MANAGEMENT (AMERICA) CO., LTD. was founded in 2016 and has been in business for over 5 years. They have quickly established themselves as a reputable and reliable source of financial advice. As of 2021, they have over $1 billion in assets under management. Their team of advisors consists of highly qualified professionals with a robust track record of success in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year founded | 2016 |
|---|---|
| Assets Under Management | $1 billion |
| Number of advisors | Approximately 20 |
| Time in business | Over 5 years |
Financial Services Offered
KYOBO LIFE ASSET MANAGEMENT (AMERICA) CO., LTD. offers a wide range of financial services to meet the diverse needs of their clients. Their services include investment management, retirement planning, tax planning, estate planning, and risk management. Their team of advisors works closely with clients to create personalized financial plans that align with their unique goals and risk tolerance.
Client Types
KYOBO LIFE ASSET MANAGEMENT (AMERICA) CO., LTD. caters to a diverse client base, including individuals, families, and businesses. They have the expertise to work with clients at different stages of their financial journey, from those just starting to build their wealth to those looking to preserve and grow their assets for future generations.
Fees & Compensation
As a fee-based firm, KYOBO LIFE ASSET MANAGEMENT (AMERICA) CO., LTD. charges a percentage of assets under management as their fee. This means that their compensation is directly tied to the success of their clients’ investments. This fee structure ensures that their advisors have a vested interest in their clients’ financial well-being.
Background
KYOBO LIFE ASSET MANAGEMENT (AMERICA) CO., LTD. is a subsidiary of Kyobo Life Insurance, a leading life insurance company in South Korea. With a strong financial backing and resources, they have positioned themselves as a trusted and reliable source of financial advice. Their team of advisors undergoes rigorous training and continuously updates their knowledge to provide the best possible service to their clients.
Financial Advisor Disclosures to Know
KYOBO LIFE ASSET MANAGEMENT (AMERICA) CO., LTD. is a registered investment advisor with the Securities and Exchange Commission (SEC). This means that they have a fiduciary obligation to act in the best interests of their clients. They have a strict code of ethics and adhere to all regulations and laws governing the financial industry. They also have a clean disciplinary record and no disciplinary actions have been taken against any of their advisors.