How does the advisor help clients – Key Takeaways:
KRITHIVASAN SUKUMARAN is a financial expert who provides personalized and comprehensive financial solutions to clients. With extensive knowledge and experience in the financial industry, he helps clients achieve their financial goals efficiently and effectively.
Facts and Insights
KRITHIVASAN SUKUMARAN, a sole proprietor, has been in the financial industry for 15 years and has assisted numerous clients in achieving their financial goals. He is dedicated to staying up-to-date with the latest financial trends and strategies, allowing him to provide sound advice and solutions for his clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 million | 1 | 15 years |
Financial Services Offered
- Retirement planning
- Investment strategies
- Estate planning
- Tax planning
- Risk management
Client Types
- Individuals
- Small business owners
- Retirees
- High net worth individuals
Fees & Compensation
KRITHIVASAN SUKUMARAN charges a fee-based compensation structure, which means he charges a percentage of the client’s assets under management. This ensures that his interests are aligned with his clients’ and he strives to achieve the best results for them.
Background
KRITHIVASAN SUKUMARAN holds a Bachelor’s degree in Economics and a Master’s degree in Finance. He also holds various professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). He has worked with reputable financial institutions before establishing his own practice.
Financial Advisor Disclosures to Know
KRITHIVASAN SUKUMARAN has a clean record with no disciplinary actions or legal issues. He upholds the highest ethical standards and places the best interests of his clients above all else.