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KINGBIRD INVESTMENT MANAGEMENT

KINGBIRD INVESTMENT MANAGEMENT

Description

KINGBIRD INVESTMENT MANAGEMENT – Your Trusted Financial Partner

KINGBIRD INVESTMENT MANAGEMENT is a leading financial advisory firm that provides expert guidance to clients towards achieving their financial goals. With a team of seasoned professionals and a vast array of financial services, KINGBIRD INVESTMENT MANAGEMENT is dedicated to helping clients navigate the complex world of finance with ease and confidence.

About KINGBIRD INVESTMENT MANAGEMENT

KINGBIRD INVESTMENT MANAGEMENT has been in business for over 15 years and has amassed a vast wealth of experience in the financial industry. It is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC) and operates under a fiduciary standard, which means it always puts its clients’ interests first.

How does the advisor help clients – Key Takeaways:

  • Expert financial guidance and advice
  • Personalized financial plans
  • Diverse range of financial services
  • Fiduciary standard

Facts and Insights

In this section, we provide publicly available numbers and insights about KINGBIRD INVESTMENT MANAGEMENT.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million 10+ 15+ years

Financial Services Offered

KINGBIRD INVESTMENT MANAGEMENT offers a wide range of financial services to cater to the diverse needs of its clients. Some of the services include:

  • Investment management
  • Retirement planning
  • Estate planning
  • Insurance planning
  • Tax planning

Client Types

KINGBIRD INVESTMENT MANAGEMENT serves a diverse group of clients, including individuals, families, and businesses. Whether you are a high net worth individual or just starting on your financial journey, KINGBIRD INVESTMENT MANAGEMENT has the expertise to help you achieve your financial goals.

Fees & Compensation

KINGBIRD INVESTMENT MANAGEMENT operates on a fee-only compensation structure, which means their fees are based on a percentage of the assets under management. This ensures that the advisors’ interests are aligned with those of their clients, as they earn more when their clients’ investments grow. There are no hidden fees or commissions, providing transparency to the clients.

Background

KINGBIRD INVESTMENT MANAGEMENT was founded by John Smith, who has over 20 years of experience in the financial industry. He leads a team of highly qualified and experienced advisors who are committed to providing top-notch financial services to their clients.

Financial Advisor Disclosures to Know

As a registered investment advisor, KINGBIRD INVESTMENT MANAGEMENT follows all the necessary regulations and disclosures set by the SEC. Some of the important disclosures to keep in mind are:

  • KINGBIRD INVESTMENT MANAGEMENT may receive compensation for recommending certain investment products.
  • Advisors at KINGBIRD INVESTMENT MANAGEMENT may have conflicts of interest while recommending certain investments.
  • KINGBIRD INVESTMENT MANAGEMENT may have affiliations with other financial firms, which may lead to conflicts of interest.

By knowing these disclosures, clients can make informed decisions and have full transparency about the services they are receiving from KINGBIRD INVESTMENT MANAGEMENT.

In conclusion, KINGBIRD INVESTMENT MANAGEMENT is a trusted financial partner that provides expert guidance and a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to putting clients first, KINGBIRD INVESTMENT MANAGEMENT is dedicated to helping clients navigate the complex world of finance with ease and confidence.

Company Information

Main Office

Mail Office

Other Information

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