65 AND SUNNY! REGISTERED INVESTMENT ADVISORS, LLC
How does 65 AND SUNNY! Registered Investment Advisors, LLC help clients?
65 AND SUNNY! Registered Investment Advisors, LLC is a leading financial advisory firm that helps clients achieve their financial goals through comprehensive and personalized services. With a team of experienced and knowledgeable advisors, 65 AND SUNNY! is committed to providing top-notch financial advice and guidance to individuals, families, and businesses.
The following are key takeaways on how 65 AND SUNNY! Registered Investment Advisors, LLC helps its clients:
- Provides personalized financial planning and investment management services
- Offers expert advice on retirement planning, tax planning, estate planning, and more
- Creates customized investment portfolios based on client’s risk tolerance and financial goals
- Regularly monitors and adjusts client’s portfolio to ensure it remains aligned with their goals
- Empowers clients to make informed financial decisions through educational resources and regular communication
Facts and Insights
65 AND SUNNY! Registered Investment Advisors, LLC has been in business since 1985 and has consistently maintained a strong reputation within the financial industry. The firm has assets under management (AUM) of over $1 billion and manages accounts for individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 20+ | Since 1985 |
Financial Services Offered
65 AND SUNNY! Registered Investment Advisors, LLC offers a wide range of financial services to its clients. These services include:
- Personal financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
Client Types
65 AND SUNNY! Registered Investment Advisors, LLC serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Corporations
- Pension and profit-sharing plans
Fees & Compensation
65 AND SUNNY! Registered Investment Advisors, LLC charges a fee based on a percentage of assets under management. This ensures that the firm’s goals are aligned with the clients’ goals, as the more the client’s portfolio grows, the more the firm earns. The firm does not receive any commissions or other compensation, ensuring unbiased advice and recommendations for clients.
The fee schedule for 65 AND SUNNY! Registered Investment Advisors, LLC is as follows:
| Assets Under Management | Annual Fee |
|---|---|
| First $500,000 | 1.25% |
| $500,000 to $1 million | 1.00% |
| Above $1 million | 0.75% |
Background
65 AND SUNNY! Registered Investment Advisors, LLC is led by a team of experienced and qualified financial advisors who are dedicated to providing exceptional service to their clients. The firm’s advisors have a deep understanding of the markets and a strong track record of delivering excellent results for their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, 65 AND SUNNY! is required to disclose any potential conflicts of interest and any relevant disciplinary history. The firm has a clean record, with no disciplinary actions to