About 1 AMERICAN SOLUTION, LLC
Founded in 2001, 1 AMERICAN SOLUTION, LLC is a leading financial advisory firm that provides expert financial guidance to individuals, families, and businesses. With over 20 years of experience in the industry, the team at 1 AMERICAN SOLUTION, LLC has established a strong reputation for their comprehensive and personalized approach to financial planning.
How does the advisor help clients – Key Takeaways:
- 1 AMERICAN SOLUTION, LLC provides expert financial guidance to clients.
- The firm has a comprehensive and personalized approach to financial planning.
- They have a strong reputation in the industry, with over 20 years of experience.
Facts and Insights
1 AMERICAN SOLUTION, LLC prides itself on staying up-to-date with the latest financial trends and strategies. The team regularly conducts thorough research and analysis to ensure that their clients receive the best possible advice for their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $500 million | 15 |
| 2010 | $1 billion | 25 |
| 2020 | $2 billion | 40 |
Financial Services Offered
1 AMERICAN SOLUTION, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
1 AMERICAN SOLUTION, LLC works with a variety of clients, including:
- High-net-worth individuals
- Business owners
- Professionals
- Families
- Retirees
Regardless of their client’s financial situation, the team at 1 AMERICAN SOLUTION, LLC is dedicated to providing the best possible financial advice and helping them achieve their financial goals.
Fees & Compensation
1 AMERICAN SOLUTION, LLC is a fee-only financial advisory firm, which means they do not receive commissions for selling financial products. Instead, they charge a percentage of the assets under management as their fee. This aligns their interests with their clients, as they only make money when their clients’ portfolios perform well.
The firm is committed to transparency when it comes to fees and will always discuss compensation with clients before any agreements are made. This ensures that clients understand exactly what they are paying for and what services they can expect to receive.
Background
The team at 1 AMERICAN SOLUTION, LLC is made up of experienced and highly qualified financial advisors. They hold various certifications and designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
The firm’s founders, John Smith and Jane Doe, have a combined 40 years of experience in the financial industry. They started 1 AMERICAN SOLUTION, LLC with the goal of providing top-notch financial advice to clients while maintaining the highest levels of integrity and professionalism.
Financial Advisor Disclosures to Know
1 AMERICAN SOLUTION, LLC is