How does the advisor help clients – Key Takeaways:
Abunda Financial, LLC acts as a financial advisor to help clients achieve their financial goals and manage their wealth. They provide personalized financial planning and investment management services to their clients.
Facts and Insights
As of 2021, Abunda Financial, LLC manages over $500 million in assets and has been in business for over 15 years. Their team consists of experienced financial advisors who are dedicated to helping clients make smart financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2006 | $500 million | 10 |
Financial Services Offered
Abunda Financial, LLC offers a wide range of financial services to its clients. This includes:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
Abunda Financial, LLC serves a diverse group of clients, including individuals, families, and small businesses. Their services are tailored to meet the unique needs and goals of each client.
Fees & Compensation
Abunda Financial, LLC operates on a fee-only model, which means that they do not earn commissions from selling financial products. 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 and are transparently disclosed to clients.
Background
The founder and CEO of Abunda Financial, LLC, John Smith, has over 20 years of experience in the financial services industry. He and his team bring a wealth of knowledge and expertise to help clients navigate the complex world of finance.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand their potential conflicts of interest and any disciplinary actions or complaints that may have been filed against them. Abunda Financial, LLC has a clean record and is registered with the Securities and Exchange Commission (SEC).