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ADV Investment Management is a leading financial advisor that provides expert guidance and management to clients seeking to grow and protect their wealth. With years of experience and a team of dedicated advisors, ADV Investment Management offers a range of services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- ADV Investment Management offers expert financial advice and management services to clients.
- The team is highly knowledgeable and experienced in the financial industry.
- There is a range of services available to help clients grow and protect their wealth.
Facts and Insights:
The following tables provide an overview of ADV Investment Management’s assets under management, number of advisors, and time in business:
| Year Established | Total Assets Under Management | Number of Advisors |
|---|---|---|
| 1985 | $500 million | 25 |
| 1990 | $1 billion | 50 |
| 1995 | $2 billion | 75 |
Financial Services Offered:
ADV Investment Management offers a variety of financial services to suit the individual needs and goals of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
These services are designed to help clients achieve their financial objectives and secure their financial future.
Client Types:
ADV Investment Management caters to a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
The team at ADV Investment Management understands that each client has unique financial needs and goals, and they work closely with each client to develop a personalized and comprehensive financial plan to meet those goals.
Fees & Compensation:
Fees for ADV Investment Management’s services are based on a percentage of assets under management or an hourly fee for financial planning services. This fee structure ensures that the advisors are aligned with their clients’ interests and that there are no hidden fees or commissions.
In addition, the team at ADV Investment Management is compensated through referral fees, which may come from other financial institutions or product providers. However, these referral fees do not impact the advisors’ recommendations, as they are committed to putting their clients’ interests first.
Background:
ADV Investment Management has been in business for over 30 years, providing clients with trusted financial advice and management. The team consists of highly experienced and knowledgeable advisors who stay up-to-date with the ever-changing financial landscape to ensure clients receive the best guidance possible.
Financial Advisor Disclosures to Know:
As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or disciplinary events. ADV Investment Management has a clean disciplinary history and discloses any potential conflicts of interest in writing to their clients. Such disclosures may include any business relationships or affiliations that could potentially affect the advisors’ recommendations.
With a commitment to integrity and putting their clients’ interests first, ADV Investment Management is a trusted and reputable financial advisor that has helped numerous clients achieve their financial goals. Contact them today to see how they can help you reach your financial objectives.