How does the advisor help clients – Key Takeaways:
Alternative Strategies Group, Inc. is a financial advisory firm that offers a range of services to help clients manage their wealth and achieve their financial goals. The firm has a team of experienced advisors who use their expertise and knowledge to guide clients through the complex world of finance.
- Provides personalized financial planning and investment management services
- Offers alternative investment strategies, in addition to traditional options
- Places a strong emphasis on client education and communication
- Works with a variety of clients, including individuals, families, and businesses
Facts and Insights
As of 2021, Alternative Strategies Group, Inc. has been in business for 15 years. The firm has over $500 million assets under management and a team of 10 advisors. This shows the firm’s stability and experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Alternative Strategies Group, Inc. offers a range of financial services to help clients manage their wealth. These services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
Client Types
The firm works with a variety of clients, including high-net-worth individuals, families, and businesses. They also have experience working with clients in different stages of life, from young professionals to retirees.
Fees & Compensation
Alternative Strategies Group, Inc. has a transparent fee structure and charges a percentage of assets under management as their advisory fee. The firm does not receive any commissions or third-party payments, ensuring that their advisors act in the best interest of their clients.
Background
Alternative Strategies Group, Inc. was founded in 2006 and is headquartered in New York City. The firm has a team of experienced advisors who have a wide range of certifications and qualifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a registered investment advisor, Alternative Strategies Group, Inc. is required to disclose any potential conflicts of interest or legal or disciplinary events. Clients can access this information through the firm’s Form ADV, which can be found on the Securities and Exchange Commission’s (SEC) website or provided by the firm upon request.