Introduction
ACCUIDITY, LLC is a financial advisory firm that prides itself on providing expert financial advice to its clients. With a team of experienced financial experts, ACCUIDITY, LLC helps its clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
ACCUIDITY, LLC’s primary focus is helping its clients achieve financial success. The firm achieves this through a variety of services, including financial planning, investment management, retirement planning, and tax planning. ACCUIDITY, LLC believes in educating its clients and empowering them to make sound financial decisions.
Facts and Insights:
ACCUIDITY, LLC was founded in 2005 and has been in business for over 15 years. The firm has a team of 10 experienced financial advisors who provide personalized and expert advice to each of their clients. As of December 2020, the firm had approximately $300 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $300 million | 10 | 15+ |
Financial Services Offered:
ACCUIDITY, LLC offers a wide range of financial services to its clients, including:
- Financial planning and goal setting
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance planning
Client Types:
ACCUIDITY, LLC serves a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm also provides financial services to retirement plans and trusts.
Fees & Compensation:
ACCUIDITY, LLC’s fees and compensation structure is based on a percentage of assets under management. The firm believes in transparency and strives to keep its fees competitive and fair for its clients. The firm also offers hourly consulting fees for specific financial services.
Background:
ACCUIDITY, LLC was founded by a team of financial experts who have a combined experience of over 50 years in the financial industry. The firm’s advisors hold various professional designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This expertise and experience allows the firm to provide tailored and comprehensive financial advice to its clients.
Financial Advisor Disclosures to Know:
It is important to note that ACCUIDITY, LLC has no disclosures listed on their Form ADV. This means that the firm has a clean disciplinary record and has not faced any legal or regulatory actions. The firm prides itself on maintaining the highest ethical and professional standards in all its dealings with clients.