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How does the advisor help clients – Key Takeaways:
RK Retirement Solutions LLC is a comprehensive financial planning firm that provides a wide range of services to help clients achieve their financial goals and plan for their retirement. The firm is composed of a team of highly experienced and knowledgeable advisors who work to provide personalized solutions for each client’s unique financial situation.
Facts and Insights:
RK Retirement Solutions LLC was founded in 2003 and has been in business for over 18 years. The firm is headquartered in New York City and has a total of 10 advisors. It manages approximately $500 million in assets under management, with an average account size of $1 million.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 18 years |
Financial Services Offered:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types:
RK Retirement Solutions LLC serves a diverse client base, including individuals, families, and small business owners. The firm is committed to providing tailored solutions for each client’s individual needs and goals.
Fees & Compensation:
RK Retirement Solutions LLC charges a percentage of assets under management as its fee. The firm’s fee structure is based on the size of the client’s portfolio, and the average fee is 1%.
Background:
The team at RK Retirement Solutions LLC is led by founder and CEO, Richard King, who has over 25 years of experience in the financial services industry. King is a Certified Financial Planner (CFP) and also holds Chartered Financial Analyst (CFA) and Accredited Asset Management Specialist (AAMS) designations. He is supported by a team of advisors who have extensive knowledge and experience in all aspects of financial planning.
Financial Advisor Disclosures to Know:
- RK Retirement Solutions LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).
- The firm has no disclosures or legal actions reported in the past 10 years.
- The advisors at RK Retirement Solutions LLC do not have any disciplinary actions on their records.