How does the advisor help clients – Key Takeaways:
ACCELERATEIT, LLC is a financial advisory firm that specializes in helping clients manage their wealth and achieve their financial goals. Through personalized financial planning and investment management, the firm aims to provide clients with the expertise and guidance they need to make informed decisions about their money.
Facts and Insights
Established in 2009, ACCELERATEIT, LLC has since grown to become a leading financial advisory firm with a strong track record of success. Here are some key facts and insights about the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | 12 years |
Financial Services Offered
ACCELERATEIT, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- College planning
- Wealth preservation
- Tax planning
- Estate planning
Client Types
The firm serves a diverse range of clients, including individuals, families, and small businesses. They also have experience working with high-net-worth individuals and specialize in helping clients plan for retirement.
Fees & Compensation
ACCELERATEIT, LLC operates on a fee-only basis, which means they do not receive commissions or any form of compensation from product sales. This allows them to act solely in their clients’ best interests and avoid any conflicts of interest.
Their fees are based on a percentage of assets under management, and they also offer hourly financial planning services for a one-time fee.
Background
The team at ACCELERATEIT, LLC is led by a group of experienced financial advisors who are dedicated to helping clients achieve their financial goals. With a combined experience of over 50 years in the financial industry, they have the knowledge and expertise to provide sound financial advice and guidance.
Financial Advisor Disclosures to Know
It’s important for clients to have a clear understanding of any potential conflicts of interest and any disciplinary actions taken against their financial advisor. Here are some key disclosures to know about ACCELERATEIT, LLC:
- No disciplinary actions have been taken against the firm or its advisors
- The firm is not affiliated with any broker-dealers or insurance companies
- The firm is a registered investment advisor with the Securities and Exchange Commission (SEC)