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How does American Elite Advisory help their clients? – Key Takeaways:
American Elite Advisory provides a range of financial services for clients with varying needs. These include investment management, retirement planning, insurance planning, tax planning, and estate planning.
Facts and Insights:
American Elite Advisory was founded in 2005 and has been in business for over 15 years. The firm currently has over 100 advisors, managing over $1 billion in assets.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 100+ | $1 Billion+ |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Insurance Planning
- Tax Planning
- Estate Planning
Client Types:
American Elite Advisory works with a diverse range of clients, including individuals, families, and small business owners. They also work with high net worth individuals and institutional clients.
Fees & Compensation:
American Elite Advisory charges clients based on a percentage of assets under management. This structure ensures that the firm’s interests are aligned with their clients’ wishes, as the more the client’s wealth grows, the more successful the firm is.
Background:
American Elite Advisory is a leading wealth management firm that focuses on providing personalized financial solutions to their clients. The firm prides itself on its team of highly experienced advisors who have a deep understanding of the financial industry and are committed to helping their clients achieve their financial goals.
Financial Advisor Disclosures to Know:
American Elite Advisory is a registered investment advisor, meaning they have a fiduciary duty to act in the best interests of their clients. This means they are legally obligated to prioritize their clients’ needs above their own profits. Additionally, the firm has a clean record with no disciplinary actions taken against them.