ACRISURE INVESTMENT ADVISORY SOLUTIONS, LLC: Your Trusted Financial Expert
Acrisure Investment Advisory Solutions, LLC is a premier financial services firm that provides expert advice to clients on various financial matters. With a team of experienced and knowledgeable financial advisors, Acrisure Investment Advisory Solutions is dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides customized financial plans based on individual needs and goals
- Offers comprehensive financial planning and investment management services
- Gives unbiased and objective advice to help clients make informed decisions
- Constantly monitors and adjusts portfolios to ensure they are aligned with clients’ goals and risk tolerance
Facts and Insights
Acrisure Investment Advisory Solutions, LLC has been in business for over 10 years and has a team of more than 50 experienced advisors. The firm manages over $2 billion in assets and serves clients across the United States. The firm is registered with the Securities and Exchange Commission (SEC) as an investment advisor and is also a member of the Financial Industry Regulatory Authority (FINRA).
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | 10+ years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
- Educational Planning
- Business Planning
Client Types
Acrisure Investment Advisory Solutions, LLC serves a wide range of clients, including individuals, families, businesses, and institutions. The firm’s services are tailored to meet the unique needs and goals of each client.
Fees & Compensation
Acrisure Investment Advisory Solutions, LLC operates on a fee-only structure, meaning that the firm’s compensation is based on a percentage of assets under management. This ensures that the firm’s interests are aligned with those of their clients and there is no conflict of interest.
The specific fees charged by the firm may vary depending on the services provided and the complexity of the client’s financial situation. However, fees are always transparent and fully disclosed to clients.
Background
Acrisure Investment Advisory Solutions, LLC was founded on the principles of integrity, transparency, and personalized service. The firm’s team of advisors has a deep understanding of the financial markets and a wealth of experience in helping clients achieve their financial goals.
The firm’s approach to financial planning is guided by a comprehensive and disciplined process that takes into account each client’s unique circumstances. This enables the firm to provide tailored solutions that meet the specific needs and goals of each client.
Financial Advisor Disclosures to Know
As a registered investment advisor, Acrisure Investment Advisory Solutions, LLC is required to disclose any potential conflicts of interest or disciplinary actions. The firm takes pride in its clean record and is committed to maintaining the highest standards of ethics and professionalism in all of its business practices.
Clients can also access information about the firm’s fees, services, and other important disclosures through the SEC’s Investment Adviser Public Disclosure (IAPD) website.