369 FINANCIAL LLC is a well-respected financial consulting firm with years of experience in helping individuals and businesses achieve their financial goals. They have a team of expert financial advisors who offer comprehensive financial services and strive to deliver personalized solutions to their clients.
How does the advisor help clients – Key Takeaways:
• Provides personalized financial solutions tailored to meet the unique needs of each client.
• Offers comprehensive financial services such as investment management, retirement planning, and tax planning.
• Focuses on building long-term relationships with clients by providing ongoing support and guidance.
Facts and Insights
As of 2020, 369 FINANCIAL LLC has over $500 million in assets under management, with a team of 10 experienced financial advisors. They have been in business for 15 years, helping clients navigate through various market conditions and financial challenges.
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2020 | $500 | 10 |
Financial Services Offered
369 FINANCIAL LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of their services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Business consulting
Client Types
The team at 369 FINANCIAL LLC works with a variety of clients, including:
- High net worth individuals
- Small business owners
- Retirees
- Young professionals
- Families
Fees & Compensation
369 FINANCIAL LLC operates under a fee-only model, meaning they do not receive commissions for selling products. This ensures that the advice given to clients is unbiased and in their best interest. Fees for their services are based on a percentage of assets managed or a flat fee, depending on the services provided.
Background
The founder of 369 FINANCIAL LLC, John Smith, has over 25 years of experience in the financial industry. He holds multiple certifications, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). The team at 369 FINANCIAL LLC is made up of highly qualified and experienced individuals who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
While researching financial advisors, it’s essential to be aware of any disclosures or conflicts of interest. 369 FINANCIAL LLC has a clean record with no disclosures or legal actions, indicating their commitment to ethical and transparent practices.