How does the advisor help clients – Key Takeaways:
The Keminton Group serves as a trusted financial advisor, providing expert guidance and support to clients seeking to secure their financial future. They offer a range of financial services and cater to a diverse range of clients, striving to help each one achieve their unique financial goals.
Facts and Insights
The Keminton Group has been in business for over 20 years, successfully assisting clients in navigating the complex world of finance. Their team consists of highly experienced and knowledgeable advisors who stay up-to-date on market trends and strategies to provide the best possible advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
The Keminton Group offers a comprehensive range of financial services, including investment management, retirement planning, tax planning, insurance solutions, and estate planning. They also provide customized financial plans to help clients meet their individual goals and needs.
Client Types
The Keminton Group caters to a diverse range of clients, including high-net-worth individuals, families, and small business owners. They understand that each client has unique financial needs and work closely with them to create personalized solutions.
Fees & Compensation
The Keminton Group operates on a fee-only basis, charging a percentage of the assets under management as their fee. This ensures that the interests of the clients are the top priority and avoids any conflicts of interest.
Background
The Keminton Group was founded by John Keminton, a highly experienced financial advisor with over 30 years of experience in the industry. He leads a team of dedicated and knowledgeable advisors who are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a financial expert, The Keminton Group is committed to transparency and open communication with their clients. Their advisors are fully licensed and registered with the appropriate regulatory bodies, and will disclose any potential conflicts of interest or important information that clients should be aware of.