About TKM Financial Services LLC
TKM Financial Services LLC is a leading financial advisory firm that has been serving clients since 2005. Headquartered in New York City, TKM Financial helps individuals and businesses achieve their financial goals through expert advice and personalized strategies.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services.
- Offers a wide range of financial services, including retirement planning, tax planning, and estate planning.
- Helps clients navigate the complexities of financial markets and make sound investment decisions.
- Creates customized financial plans based on each client’s unique goals, risk tolerance, and timeline.
- Regularly reviews and adjusts client portfolios to ensure they are on track to meet their financial objectives.
Facts and Insights
TKM Financial Services LLC has a team of highly experienced financial advisors who possess extensive knowledge and expertise in the financial industry. The firm prides itself on offering objective and unbiased advice to clients, with a commitment to transparency and ethical practices.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10+ | 15 years |
Financial Services Offered
- Wealth management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Investment management
- Education planning
- Business planning
Client Types
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
- Families
- Trusts
Fees & Compensation
TKM Financial Services LLC operates on a fee-only compensation model, meaning they do not earn commissions or receive compensation from third-party products. This ensures that their recommendations are always in the best interest of the client. Fees are based on a percentage of assets under management or a flat fee for financial planning services.
Background
The founders of TKM Financial Services LLC, John Thompson, Mary Kim, and David Michaels, have over 50 years of combined experience in the financial industry. They are all Certified Financial Planners (CFPs) and hold other relevant certifications and licenses to provide comprehensive financial planning services to clients.
Financial Advisor Disclosures to Know
TKM Financial Services LLC has a clean record with no disciplinary actions or regulatory sanctions. The firm’s advisors are required to disclose any potential conflicts of interest, and clients are encouraged to ask questions and seek clarification on any issues that may arise.