How does the advisor help clients – Key Takeaways:
MK INVESTMENT ADVISORS, LLC helps clients achieve their financial goals by providing personalized and comprehensive financial planning and investment management services. They offer a wide range of financial services and work closely with clients to create customized strategies that fit their unique needs and risk tolerance. Their team of experienced advisors is dedicated to helping clients make informed and educated financial decisions that align with their long-term goals.
Facts and Insights
MK INVESTMENT ADVISORS, LLC has been in business since 2005 and is headquartered in New York City. They currently manage over $500 million in assets and have a team of 5 dedicated advisors. The firm has a strong reputation for providing top-notch financial advice and has been recognized by various publications, such as Forbes and CNN Money.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 15 years |
Financial Services Offered
MK INVESTMENT ADVISORS, LLC offers a variety of financial services to help clients achieve their goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
The firm understands that financial planning is not a one-size-fits-all approach, and they work closely with clients to create customized strategies that fit their unique needs and goals.
Client Types
MK INVESTMENT ADVISORS, LLC works with a diverse range of clients, including high net worth individuals, families, and businesses. They also have experience working with nonprofit organizations and institutional clients. The firm’s services are designed to meet the needs of each client, regardless of their net worth or financial goals.
Fees & Compensation
MK INVESTMENT ADVISORS, LLC charges a fee for their services based on a percentage of assets under management. This fee is typically between 0.50% to 2.00% and may vary depending on the complexity of the client’s financial situation. The firm is a fee-only advisor, meaning they do not receive any commissions or incentives for recommending specific investments.
Background
MK INVESTMENT ADVISORS, LLC was founded by Michael King, a highly experienced financial advisor with over 25 years of experience in the industry. Mr. King is a certified financial planner (CFP®) and has a strong background in investment management and financial planning. He leads a team of dedicated and knowledgeable advisors who are committed to providing the highest level of service to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, MK INVESTMENT ADVISORS, LLC has a fiduciary duty to act in the best interest of their clients. This means they are legally obligated to always put their clients’ interests above their own. The firm has a clean record with no disciplinary history and prides itself on being transparent and ethical in all their dealings with clients.
In conclusion, MK INVESTMENT ADVISORS, LLC is a highly reputable financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With their experienced team of advisors, personalized approach, and strong track record, clients can trust that they are in good hands with MK INVESTMENT ADVISORS, LLC.