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How does the advisor help clients – Key Takeaways:
ACLAIME ASSET MANAGEMENT, LLC is a financial advisory firm that offers a range of services to help clients achieve their financial goals. The firm has a team of experienced professionals who provide personalized advice and tailored solutions to meet the unique needs of each client. They work closely with clients to understand their financial objectives and develop comprehensive strategies to help them reach their goals.
Facts and Insights
ACLAIME ASSET MANAGEMENT, LLC was founded in 2005 and has been providing financial services for over 15 years. The firm has grown significantly in size and scope, with a team of over 50 advisors and staff members. As of 2020, ACLAIME ASSET MANAGEMENT, LLC manages over $3 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3 billion | 50+ | Over 15 years |
Financial Services Offered
The advisors at ACLAIME ASSET MANAGEMENT, LLC offer a wide range of financial services to help clients achieve their financial objectives. These include: investment management, retirement planning, estate planning, tax planning, risk management, and more. Each service is tailored to the individual needs and goals of the client, ensuring a personalized and effective approach.
Client Types
ACLAIME ASSET MANAGEMENT, LLC works with a diverse range of clients including high net worth individuals, families, businesses, and institutions. The firm has experience in working with clients from various backgrounds and industries, providing them with tailored financial solutions to help them achieve their goals.
Fees & Compensation
ACLAIME ASSET MANAGEMENT, LLC operates on a fee-based structure where clients pay a percentage of their assets under management as a management fee. This fee covers the cost of financial advice, investment management, and other services provided by the firm. The firm is transparent about its fees and does not charge any hidden costs or commissions, ensuring clients are fully aware of the costs involved.
Background
The team at ACLAIME ASSET MANAGEMENT, LLC is made up of experienced and highly qualified professionals who are dedicated to helping clients achieve their financial goals. The firm has a strong track record of success, with a client retention rate of over 95%. The advisors at ACLAIME ASSET MANAGEMENT, LLC are committed to providing excellent service and building long-term relationships with their clients.
Financial Advisor Disclosures to Know
ACLAIME ASSET MANAGEMENT, LLC is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). The firm has a fiduciary duty to act in the best interests of their clients and to provide full disclosure of any potential conflicts of interest. ACLAIME ASSET MANAGEMENT, LLC has a clean record with no disciplinary actions or regulatory sanctions.