with the footer “Published by ao on 2019-08-16”
MKS INVESTMENT MANAGEMENT, INC. – Financial Expert
MKS INVESTMENT MANAGEMENT, INC. is a leading financial advisory firm that specializes in offering comprehensive investment management services to clients. With a team of highly experienced and knowledgeable advisors, MKS INVESTMENT MANAGEMENT, INC. is dedicated to helping clients achieve their financial goals and objectives.
How does the advisor help clients – Key Takeaways:
- Provides customized investment strategies tailored to individual needs and risk tolerance
- Regularly reviews and adjusts client portfolios to ensure alignment with market conditions and changing goals
- Offers a wide range of financial services to help clients achieve their financial goals
Facts and Insights:
As of 2019, MKS INVESTMENT MANAGEMENT, INC. manages over $2 billion in assets for its clients. The firm has a team of 15 experienced financial advisors who have an average of 20 years of experience in the industry. With such vast expertise and resources at their disposal, MKS INVESTMENT MANAGEMENT, INC. is well-equipped to help clients navigate the complex world of financial management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $2 billion |
|---|---|
| Number of Advisors | 15 |
| Time in Business | 20 years |
Financial Services Offered:
- Portfolio management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types:
MKS INVESTMENT MANAGEMENT, INC. works with a diverse range of clients including high net worth individuals, families, and institutions. The firm also provides services for retirement plans, trusts, and foundations.
Fees & Compensation:
MKS INVESTMENT MANAGEMENT, INC. charges a percentage of the assets under management as its advisory fee. This fee is typically 1% for portfolios up to $1 million, with a gradual decrease for larger portfolios. The firm may also receive compensation from third parties for recommending certain investment products.
Background:
MKS INVESTMENT MANAGEMENT, INC. was founded in 1999 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a fee-only advisor, meaning it does not receive commissions or third-party payments.
Financial Advisor Disclosures to Know:
MKS INVESTMENT MANAGEMENT, INC. has a clean record with no disciplinary actions reported by any regulatory bodies. This is a testament to the firm’s ethical and transparent business practices.