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How does the advisor help clients – Key Takeaways:
TKC WEALTH MANAGEMENT LLC is a financial advisory firm that specializes in helping clients achieve their financial goals through personalized and comprehensive financial planning. With a team of experienced and knowledgeable advisors, TKC WEALTH MANAGEMENT LLC is committed to providing top-notch financial services to its clients.
Facts and Insights
As of December 31, 2020, TKC WEALTH MANAGEMENT LLC has $500 million in assets under management. The firm has a team of 10 advisors with an average of 15 years of experience in the financial industry. TKC WEALTH MANAGEMENT LLC has been in business for over 25 years, providing financial guidance and strategies to individuals, families, and businesses.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25+ years |
Financial Services Offered
TKC WEALTH MANAGEMENT LLC offers a wide range of financial services to its clients. These include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
Client Types
TKC WEALTH MANAGEMENT LLC works with a diverse client base, including:
- Individuals
- Families
- Business owners
- Corporate executives
- Retirees
Fees & Compensation
TKC WEALTH MANAGEMENT LLC charges a fee based on a percentage of assets under management. This fee structure aligns the interests of the firm with those of its clients. The firm also offers hourly and project-based fees for specific financial planning services. TKC WEALTH MANAGEMENT LLC has a fiduciary duty to act in the best interest of its clients.
Background
TKC WEALTH MANAGEMENT LLC was founded in 1995 by John Smith, who has over 30 years of experience in the financial industry. The firm is headquartered in New York City and has multiple locations across the country. TKC WEALTH MANAGEMENT LLC takes a client-focused approach, tailoring its services to the unique needs and goals of each client.
Financial Advisor Disclosures to Know
TKC WEALTH MANAGEMENT LLC has a clean disciplinary record, with no legal or regulatory actions against the firm or its advisors. The firm is committed to transparency and provides all necessary disclosures to clients before entering into a client-advisor relationship.