How does MINKO WEALTH help clients – Key Takeaways:
MINKO WEALTH is a financial advisory firm that provides comprehensive wealth management and financial planning services to clients. They work closely with clients to create customized financial plans that align with their specific goals and needs. The firm’s team of experienced advisors has the expertise and knowledge to guide clients in making informed financial decisions.
Facts and Insights
Founded in 2007, MINKO WEALTH has been in business for over 14 years. The firm has grown significantly since its inception, currently managing over $500 million in assets for clients. They have a team of six advisors who collectively have over 50 years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Company | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| MINKO WEALTH | $500 million | 6 | 14 years |
Financial Services Offered
MINKO WEALTH offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and education funding. The firm also provides ongoing portfolio management and financial education to ensure clients are confident and informed in their financial decisions.
Client Types
MINKO WEALTH caters to a diverse clientele, including high net worth individuals, business owners, and retirees. The firm also serves corporate clients, providing financial planning and retirement plan consulting services for their employees. MINKO WEALTH values building long-term relationships with their clients and takes a personalized approach to understand each client’s unique financial situation.
Fees & Compensation
MINKO WEALTH operates on a fee-only compensation structure, meaning they do not earn commissions from the sale of financial products. Their fees are based on a percentage of assets under management, so their success is directly tied to the success of their clients’ portfolios. This aligns the firm’s interests with their clients’ interests, ensuring they always act in their clients’ best interests.
Background
MINKO WEALTH was founded by John Minko, a certified financial planner (CFP®) with over 25 years of experience in the financial industry. John leads a team of experienced advisors who have a diverse range of financial planning and investment management expertise. The firm is committed to staying up-to-date with the latest financial trends and strategies to provide the best possible advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, MINKO WEALTH is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times. They have no conflicts of interest and are transparent about their fees and compensation structure. The firm also discloses any potential conflicts of interest and adheres to strict ethical standards to maintain their clients’ trust.