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How does the advisor help clients – Key Takeaways:
ADVISORY SERVICES, LTD. is a trusted financial advisory firm that assists clients in achieving their financial goals. They offer personalized and comprehensive financial planning services to individuals, families, and businesses.
Some key takeaways about how this advisor helps clients include:
- Providing expert financial advice and guidance
- Developing customized financial plans to meet individual needs and goals
- Offering a variety of financial services to help clients build and protect their wealth
- Staying updated on market trends and changes to provide the best advice
Facts and Insights
ADVISORY SERVICES, LTD. has been in business for over 20 years and has gained a strong reputation for their expertise and quality of service. Some facts and insights about this firm include:
- Founded in 2001
- Headquartered in New York City
- Team of experienced financial advisors
- Serving a diverse client base nationwide
Assets Under Management, Number of Advisors and Time in Business:
The success of ADVISORY SERVICES, LTD. can be seen through their assets under management and number of advisors. As of 2021, they manage over $1 billion in assets and have a team of 10 financial advisors.
Additionally, with over 20 years in business, this firm has a wealth of experience and knowledge to offer their clients.
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $1 billion | 10 |
Financial Services Offered
ADVISORY SERVICES, LTD. offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- College savings planning
Their team of experienced advisors can provide personalized solutions for each client’s unique financial situation.
Client Types
ADVISORY SERVICES, LTD. caters to various types of clients, including:
- Individuals and families
- High net worth individuals
- Business owners
- Corporate executives
- Retirees
- Non-profit organizations
No matter the client type, this firm is dedicated to providing personalized and comprehensive financial planning services.
Fees & Compensation
ADVISORY SERVICES, LTD. operates as a fee-only financial advisory firm. This means that their compensation is solely based on a percentage of the funds they manage for clients. This fee structure aligns the advisor’s interests with the client’s goals, as the advisor’s compensation increases as the client’s assets grow.
This approach minimizes conflicts of interest and ensures transparency in the client-advisor relationship. The firm’s fee schedule is disclosed upfront and is based on the level of service and complexity of the client’s financial situation.
Background
The team at ADVISORY SERVICES, LTD. is dedicated to helping clients achieve their financial goals. With over 20 years in business, this firm has a solid understanding of financial markets and trends. Their background includes:
- Experienced and professional financial advisors
- Certified Financial Planners (CFP®)
- Industry knowledge and expertise
- Continued education and training