How does the advisor help clients – Key Takeaways:
210 FINANCIAL helps clients manage and grow their assets through personalized financial planning and investment strategies. They offer a range of financial services to individual and business clients in various industries, and are committed to transparency and client education.
Facts and Insights
Here are some key facts and insights about 210 FINANCIAL:
- Founded in 2003, with over 18 years of experience in the financial industry
- Assets under management: $500 million (as of 2021)
- Number of advisors: 10
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management ($) | Number of Advisors |
|---|---|---|
| 2003 | $500 million | 10 |
Financial Services Offered
210 FINANCIAL offers a variety of financial services to help clients achieve their short-term and long-term financial goals. These include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
Client Types
From individuals to business owners, 210 FINANCIAL works with a diverse range of clients. Their client base includes:
- High net worth individuals
- Retirees
- Small business owners
- Executives
- Medical professionals
- Non-profit organizations
Fees & Compensation
210 FINANCIAL operates on a fee-based structure, meaning they charge a percentage of assets under management as their fee for services. They believe this ensures alignment of interests with clients and focuses on achieving results rather than generating commission.
Background
210 FINANCIAL was founded by a team of experienced financial professionals who shared a vision of providing comprehensive and personalized financial planning services to their clients. With over 18 years in the industry, their team has a deep understanding of the complexities and opportunities within the financial market.
Financial Advisor Disclosures to Know
As a transparent and client-focused firm, 210 FINANCIAL believes in providing full disclosure and transparency to their clients. Some important disclosures to be aware of include:
- No guarantee of investment results
- Offering of only vetted and verified investments
- Disclosure of fees and any potential conflicts of interest
- Strict adherence to industry regulations and standards