How does the advisor help clients – Key Takeaways:
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 5 years |
As an independent actuarial consulting firm, Actuarial Direct LLC has been successfully managing assets worth $500 million for clients for the past 5 years. With a team of 10 experienced advisors, they provide expert financial advice to individuals and organizations.
Financial Services Offered
Actuarial Direct LLC offers a wide range of financial services to its clients, including:
- Wealth management
- Retirement planning
- Investment management
- Estate planning
- Risk management
- Insurance consulting
Client Types
The firm serves a diverse client base, including individuals, families, small businesses, and corporations. They have experience working with clients from various industries and backgrounds, providing them with tailored financial solutions to meet their specific needs and goals.
Fees & Compensation
Actuarial Direct LLC charges its clients a competitive fee based on a percentage of assets under management. The firm believes in transparent and ethical pricing, and there are no hidden fees or commissions involved. They also offer a complimentary initial consultation to potential clients to understand their financial needs and provide a fee quote based on their specific situation.
Background
Actuarial Direct LLC was founded by a team of experienced and highly qualified actuaries who saw the need for independent and unbiased financial advice in the market. They have a combined experience of over 50 years in the industry and have successfully helped numerous clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Actuarial Direct LLC is committed to providing complete transparency to its clients. They adhere to all regulatory requirements and provide all necessary disclosures to clients, including:
- Code of Ethics
- Privacy Policy
- Form ADV
- Business Continuity Plan
- Conflicts of Interest
Clients can access these disclosures on the firm’s website or request a copy from their advisor.