Insight

Thrive Award Winner Announcement – KCS Wealth Advisory, LLC

Wealthmanagement.com

May 5, 2020

KCS Wealth Advisory, LLC has been named a recipient of the WealthManagement.com 2019 Thrive Awards, honoring the nation’s fastest-growing advisors. The WealthManagement.com 2019 Thrive Awards list was compiled by measuring percentage revenue growth over the previous three years. The average revenue growth of Thrive Advisors is three times that of the overall industry.

“The WealthManagement.com Thrive Awards is unlike any other recognition program,” said WealthManagement.com editor-in-chief David Armstrong. “Rather than acknowledging AUM or profitability, it recognizes advisors who are on the way up— those who have proven themselves skilled and ambitious by virtue of three solid years of revenue growth. We believe revenue growth is a metric that demonstrates advisor success in providing services of real value to clients and prospects, and key to building a sustainable business for the future. The WealthManagement.com Thrive Awards list is a publicly visible testament to that success.”

To qualify for the WealthManagement.com 2019 Awards Thrive list, applicants had to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. The full list will be published on WealthManagement.com on November 1st, and will be featured in Wealth Management magazine.

Applications for the WealthManagement.com 2019 Thrive list were accepted from individuals, teams and companies of all types and sizes—including solo advisors, ensembles, practices, family offices, RIAs and IBD reps. So making the list in 2019 was a remarkable achievement.

“These past three years have been an incredibly exciting period of growth for us, and it’s wonderful to see our success recognized with a WealthManagement.com 2019 Thrive Award. We are looking forward to the future and the continued growth and development of our team, our work for our clients, and continuing to thrive,” said Laura Gilman, co-founder of KCS Wealth Advisory, LLC.

Recipients of the WealthManagement.com 2019 Thrive Awards had to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. Advisers had to self-report revenue over a three-year period. All data was self-reported, and Adviser knows of no unfavorable ratings. Individuals, teams and companies comprised of solo advisors, ensembles, practices, family offices, RIAs and BD reps were considered with over 300 applications submitted and 200 chosen for the list. The award does not evaluate quality of services provided to clients, does not represent any one client’s experience, and is not indicative of Adviser’s future performance. Working with a Thrive Award recipient or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. WealthManagement.com initially charged a $95 fee to participate, which was later refunded/waived.

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Privacy Policy
KCS Notice of Privacy Policy

This policy is designed to protect the privacy and security of the personal information we obtain from clients. To service your account adequately, we must collect and maintain certain confidential information about you. In accordance with the laws, regulations and rules we are governed by, we are providing this Privacy Policy Notice to all new and existing customers.

Facts
What does KCS Wealth Advisory, LLC do with your personal information?

Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?
The types of personal information we collect and share depends on the product or service you have with us. This information can include:

– Social Security number and income

– Account balances and transaction history

– Assets and risk tolerance

When you are no longer our customer, we continue to share your information as described in this notice.

How?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons KCS Wealth Advisory, LLC chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

For our everyday business purposes – as permitted by law

Does KCS Wealth Advisory, LLC share? YES

Can you limit this sharing? NO

For our marketing purposes – to offer our products and services to you

Does KCS Wealth Advisory, LLC share? YES

Can you limit this sharing? NO

For joint marketing with other financial companies

Does KCS Wealth Advisory, LLC share? NO

Can you limit this sharing? We Don’t Share

For our affiliates’ everyday business purposes – information about your transactions and experiences

Does KCS Wealth Advisory, LLC share? NO

Can you limit this sharing? We Don’t Share

For our affiliates’ everyday business purposes – information about your creditworthiness

Does KCS Wealth Advisory, LLC share? NO

Can you limit this sharing? We Don’t Share

For nonaffiliates to market to you

Does KCS Wealth Advisory, LLC share? NO

Can you limit this sharing? We Don’t Share

What we do
How does KCS Wealth Advisory, LLC protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does KCS Wealth Advisory, LLC collect my personal information?

We collect your personal information, for example, when you:

– seek advice about your investments

– enter into an investment advisory contract

– tell us about your investment or retirement portfolio

– tell us about your investment or retirement earnings

– give us your contact information.

Why can’t I limit all sharing?

Federal law gives you the right to limit only:

– sharing for affiliates’ everyday business purposes – information about your creditworthiness

– affiliates from using your information to market to you

– sharing for nonaffiliates to market to youState laws and individual companies may give you additional rights to limit sharing.

Definitions
Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

– KCS Wealth Advisory, LLC has no affiliates.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and non-financial companies.

– KCS Wealth Advisory, LLC does not share with nonaffiliates so they can market to you.

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

– KCS Wealth Advisory, LLC doesn’t jointly market.

Changes to Our Privacy Policy
Our Privacy Policy may change from time to time. We will provide you notice of material changes, and this notice is posted on our website, www.kcswealth.com.

Opting Out of Third-Party Disclosures
If you prefer that KCS not disclose the nonpublic personal information about you to non-affiliated third parties, you may opt of such disclosures—that is, you may direct us to not make those disclosures, other than those required by law. If you wish to so opt out, you may contact our us at 31-734-4740, or send a written request to the firm address below.

For Questions, Please Contact Us
KCS Wealth Advisory, LLC
11150 W. Olympic Blvd., Suite 790
Los Angeles, CA 90064 310-734-4740
info@kcswealth.com

For a copy of KCS’s most recent Form ADV, Privacy Policy, or to make changes to your financial situation or investment objectives, please contact us.

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Thrive Award Winner Announcement – KCS Wealth Advisory, LLC

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