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How does the advisor help clients – Key Takeaways:
12 SQUARED provides comprehensive financial planning and investment management services to clients. Their team of experienced advisors help clients reach their financial goals through personalized strategies and a diverse range of services.
Facts and Insights
12 SQUARED has been in business for 15 years, and currently has a team of 8 advisors. They manage over $500 million in assets for their clients, with the average account size being $1 million.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 8 | 15 |
Financial Services Offered
12 SQUARED offers a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning. They also specialize in helping clients with complex financial situations, such as business owners and high net worth individuals.
Client Types
12 SQUARED works with a diverse range of clients, including individuals, families, and small business owners. They also have expertise in working with high net worth individuals and corporate executives, providing specialized services to meet their unique needs.
Fees & Compensation
12 SQUARED operates on a fee-only compensation structure, meaning they do not receive any commission for recommending specific investments. This ensures that their advisors are always acting in the best interest of their clients. Their fees are based on a percentage of assets under management, with rates varying depending on the complexity of each client’s portfolio.
Background
The team at 12 SQUARED has a strong background in finance, with a collective experience of over 100 years in the industry. They have a deep understanding of the markets and use their expertise to help clients make informed financial decisions. Their advisors hold various licenses and certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a registered investment advisor, 12 SQUARED has a fiduciary duty to act in the best interest of their clients and avoid any conflicts of interest. They provide full transparency regarding any potential conflicts and fully disclose all fees and compensation structure to their clients. Their advisors adhere to a strict code of ethics and are committed to maintaining the highest level of professionalism and integrity in their services.