How does MCKINNEY-GINSBERG ASSET MANAGEMENT help clients? – Key Takeaways:
As a financial advisor, MCKINNEY-GINSBERG ASSET MANAGEMENT, LLC offers a wide range of services to help clients achieve their financial goals. These services include investment management, financial planning, and risk management.
Some key takeaways of how MCKINNEY-GINSBERG ASSET MANAGEMENT helps its clients are:
- Creating personalized investment portfolios based on the client’s risk tolerance and financial objectives.
- Providing comprehensive financial planning to help clients achieve their long-term goals.
- Managing investment risks and minimizing potential losses.
Facts and Insights:
MCKINNEY-GINSBERG ASSET MANAGEMENT has been in business for over 10 years, providing financial services to clients across the country. With a team of experienced financial advisors, the firm is dedicated to helping clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2009 | $500 million | 10 |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
- Risk Management
Client Types:
MCKINNEY-GINSBERG ASSET MANAGEMENT serves a diverse range of clients, including individuals, families, small business owners, and corporations. The firm caters to clients with varying financial needs and objectives, and customizes its services to meet each client’s specific requirements.
Fees & Compensation:
MCKINNEY-GINSBERG ASSET MANAGEMENT charges a fee based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of its clients, as the firm’s compensation is tied to the performance of the client’s portfolio.
Background:
MCKINNEY-GINSBERG ASSET MANAGEMENT was founded by John McKinney and Sarah Ginsberg, both experienced financial advisors with a passion for helping clients achieve financial success. The firm is based in New York City and has expanded its reach to clients nationwide.
Financial Advisor Disclosures to Know:
MCKINNEY-GINSBERG ASSET MANAGEMENT is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm adheres to strict regulations and fiduciary standards, always acting in the best interest of its clients. The firm also discloses any potential conflicts of interest and strives to maintain transparency in all its dealings with clients.