How does the advisor help clients – Key Takeaways:
MCKERAHAN FINANCIAL SERVICES is a leading financial services firm that specializes in providing expert financial advice to a wide range of clients. With years of experience in the industry, the firm has emerged as a trusted partner for individuals and businesses looking to achieve their financial goals.
At MCKERAHAN FINANCIAL SERVICES, the team of highly qualified and knowledgeable advisors take the time to understand their clients’ unique financial situations and develop personalized plans to help them achieve their financial objectives. This approach, combined with their expertise in the market, puts clients in the driver’s seat as they make important decisions about their financial future.
Facts and Insights
In order to better understand MCKERAHAN FINANCIAL SERVICES and the value they provide to their clients, let’s take a closer look at some key facts and insights about the firm.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | 30+ years |
As shown in the table above, MCKERAHAN FINANCIAL SERVICES manages over $2 billion in assets and has a team of 50+ advisors. They have been in business for over 30 years, making them a reputable and established player in the financial services industry.
Financial Services Offered
MCKERAHAN FINANCIAL SERVICES offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
Client Types
MCKERAHAN FINANCIAL SERVICES serves a diverse group of clients, including individuals, families, and businesses. They have the knowledge and expertise to help clients from all walks of life achieve their financial goals.
Fees & Compensation
MCKERAHAN FINANCIAL SERVICES operates on a fee-based model, meaning they charge a percentage of the assets under management as their fee for service. This ensures that their interests are aligned with their clients’ as they only make money when their clients’ investments perform well.
Background
MCKERAHAN FINANCIAL SERVICES was founded over 30 years ago by John McKerahan, a veteran in the financial services industry. He wanted to provide clients with personalized and objective financial advice, and this vision still drives the firm today. With a team of experienced advisors and a commitment to serving clients’ best interests, MCKERAHAN FINANCIAL SERVICES has become a trusted name in the industry.
Financial Advisor Disclosures to Know
As with any financial services firm, it’s important to be aware of the required disclosures to make informed decisions. MCKERAHAN FINANCIAL SERVICES is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). They have a clean record with no disciplinary actions or complaints from clients.