How does the advisor help clients – Key Takeaways:
STONEKIMBRO is a renowned financial advisory firm with a team of experienced professionals who provide a diverse range of financial services to their clients. The firm not only helps clients achieve their financial goals but also educates them about various investment options.
Facts and Insights
STONEKIMBRO has been in the financial advisory business for over 15 years, and in that time, they have built a reputation for providing personalized and effective financial advice to their clients. The firm has a team of over 50 advisors who collectively manage assets worth $2 billion for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | Over 15 years |
Financial Services Offered
The experienced advisors at STONEKIMBRO offer a comprehensive range of financial services to their clients. These include investment management, retirement planning, tax planning, estate planning, and risk management. The firm also provides specialized services such as business succession planning and philanthropic giving.
Client Types
STONEKIMBRO caters to a diverse clientele, including high-net-worth individuals, families, businesses, and non-profit organizations. The firm understands the unique financial needs and goals of each client and provides customized solutions to help them achieve their objectives.
Fees & Compensation
STONEKIMBRO follows a fee-based compensation structure, which means their advisors are compensated based on a percentage of the assets they manage for their clients. This fee structure aligns the firm’s interests with those of their clients, as the advisors are incentivized to help clients grow their wealth.
Background
STONEKIMBRO was founded by industry veterans John Stone and Karen Kimbro, who have a combined experience of over 50 years in the financial services industry. Their leadership and expertise have helped the firm grow and become a trusted name in the financial advisory industry.
Financial Advisor Disclosures to Know
STONEKIMBRO prides itself on its transparency and ethical practices. As a registered investment advisor, the firm is required to disclose all potential conflicts of interest and any disciplinary actions taken against its advisors. Clients can rest assured that they are receiving advice from professionals with a clean and ethical track record.