How does the advisor help clients – Key Takeaways:
- Provides financial expertise to clients
- Offers personalized financial plans
- Assists with investment management strategies
- Helps clients achieve their financial goals
Facts and Insights
ALANNA ADVISORS, LLC is a reputable financial firm that offers expert guidance and wealth management services to clients. The firm is dedicated to helping individuals and businesses make informed financial decisions for a secure and prosperous future.
Assets Under Management, Number of Advisors and Time in Business:
As of 2021, ALANNA ADVISORS, LLC has approximately $500 million in assets under management, and it has been in business for over 15 years. The firm has a team of experienced and qualified advisors who provide customized financial solutions tailored to each client’s unique needs and goals.
Financial Services Offered
- Investment management
- Retirement planning
- Insurance planning
- Estate planning
- Tax planning
- Education funding
- Charitable giving
Client Types
ALANNA ADVISORS, LLC works with a diverse range of clients, including high net worth individuals, families, and small businesses. The firm provides personalized services that cater to the specific needs and goals of each client.
Fees & Compensation
ALANNA ADVISORS, LLC follows a fee-based compensation model, meaning that the firm charges a percentage of the client’s assets under management as its fee. This ensures that the firm’s interests are aligned with those of the client, as their compensation is directly tied to the success of the client’s investments.
Background
ALANNA ADVISORS, LLC was founded in 2006 by a team of seasoned financial experts with a passion for helping individuals and businesses reach their financial goals. The firm’s advisors have a wealth of experience and knowledge in various financial areas, making them well-equipped to handle even the most complex financial needs of their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, ALANNA ADVISORS, LLC is held to a fiduciary standard, meaning that the firm is legally obligated to act in the best interests of their clients at all times.
Furthermore, the firm has a clean record with no disciplinary actions or regulatory events. It is important for clients to know this before entrusting their financial future to a firm, and ALANNA ADVISORS, LLC takes great pride in its impeccable record and transparent dealings with clients.