How does the advisor help clients – Key Takeaways:
1 UNION MANAGEMENT, LLC is a financial management company dedicated to providing expert services to clients.
They offer a range of financial services and work with various types of clients, while prioritizing transparency and ethical behavior.
Facts and Insights
1 UNION MANAGEMENT, LLC has been in business for over 10 years and has a team of experienced financial advisors with various areas of expertise. The company prides itself on staying up to date with industry trends and regulations, in order to best serve their clients and provide sound financial advice.
Their team is committed to building strong relationships with their clients, utilizing their expertise to help achieve financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Number | |
|---|---|
| Assets Under Management | $100 million+ |
| Number of Advisors | 10+ |
| Time in Business | 10+ years |
Financial Services Offered
1 UNION MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include (but are not limited to):
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
- College planning
Client Types
1 UNION MANAGEMENT, LLC serves a variety of client types, including individuals, families, and businesses. They work with clients of all income levels and strive to provide personalized financial guidance tailored to each client’s unique situation.
Fees & Compensation
The fees and compensation for 1 UNION MANAGEMENT, LLC are transparent and aligned with their clients’ best interests. They offer fee-based services, meaning they earn a percentage of the assets they manage for clients. This incentivizes them to grow their clients’ assets, as their fees increase as the assets under management increase.
In addition, they may also charge a one-time fee or hourly rate for specific financial planning services, such as creating a comprehensive financial plan.
Background
1 UNION MANAGEMENT, LLC was founded by a team of financial experts with a shared passion for helping clients achieve their financial goals. Their team is highly educated and constantly seeks opportunities to expand their knowledge and abilities in order to better serve their clients.
Financial Advisor Disclosures to Know
1 UNION MANAGEMENT, LLC operates in accordance with strict ethical standards and is dedicated to transparency with their clients. However, they are also required by law to disclose any potential conflicts of interest or any disciplinary actions taken against them. Clients can access this information through the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) websites.