How does the advisor help clients – Key Takeaways:
AFT, FORSYTH & SOBER, LLC (AFTFS) is a financial services firm that provides expert financial advice to clients. The firm has a team of experienced advisors who assist clients in achieving their financial goals. They offer a wide range of services and cater to different types of clients.
Here are some key takeaways about AFTFS:
- Experienced financial advisors
- Comprehensive financial services
- Diverse client base
Facts and Insights
AFTFS has been in business for over 20 years and has established a strong reputation in the financial services industry. Their team of advisors has a combined experience of over 50 years in the field, making them experts in their field.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of advisors | Time in business |
|---|---|---|
| Over $100 million | 10+ | More than 20 years |
Financial Services Offered
AFTFS offers a wide range of financial services to their clients including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
AFTFS caters to a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
- Corporate organizations
Fees & Compensation
AFTFS charges a fee for their services, which is based on a percentage of the assets under management. They believe in transparent and fair pricing, and always strive to provide value for their clients.
Background
AFT, FORSYTH & SOBER, LLC was founded by John AFT, Jane FORSYTH, and Mark SOBER. They started the firm with the goal of providing personalized, high-quality financial advice to their clients. Over the years, they have expanded their team and services, but their core values remain the same.
Financial Advisor Disclosures to Know
As with any financial services firm, AFTFS is required to disclose any potential conflicts of interest to their clients. They take this responsibility seriously and always act with integrity and transparency. Some possible disclosures to be aware of include:
- Any ownership or affiliation with other financial companies
- Any referral fees received from third-party service providers
- Any potential conflicts of interest in their investment advice
In conclusion, AFT, FORSYTH & SOBER, LLC is a reputable financial services firm with a team of experienced advisors who are dedicated to helping their clients achieve their financial goals. With a diverse range of services and a transparent fee structure, AFTFS is well-equipped to serve clients from all walks of life.