Kiplinger Investment Advisors, LLC. (Springboro)

Name: Kiplinger Investment Advisors, LLC.
Address: 325 N. Main St, Springboro, OH, 45066 9557
Telephone: 937-886-1442

Kiplinger Investment Advisors, LLC. is an adviser based in Springboro. It manages $17.47 million of regulatory assets for 144 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Ohio.

Kiplinger Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kiplinger Investment Advisors: assets under management

The assets under management (AUM) of Kiplinger Investment Advisors, LLC. is $17.47 million. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $15.67 million in discretionary accounts and $1.81 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $113.53 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $300.96 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kiplinger Investment Advisors, LLC. for their services and products based on a percentage of assets under management, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kiplinger Investment Advisors, LLC.

Brad Elliot Kiplinger has been acting as President since 1 Sep 1998. Kenneth Samuel Buzek joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brad Elliot Kiplinger	President/chief compliance officer	1 Sep 1998	75% - 100%	2348381
Kenneth Samuel Buzek	Vice president	1 May 2004	Other	1858643

Based in Springboro

The principal office where Kiplinger Investment Advisors, LLC. performs its advisory services is located at 325 N. Main St, Springboro, OH 45066 9557, which is also the mailing address of the firm. An additional office of the firm is in Strongsville, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 937-886-1442 or by fax 937-886-1664. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.kipinvest.com.