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About AMERICAN EXECUTIVE ADVISORS, LLC
AMERICAN EXECUTIVE ADVISORS, LLC is a leading financial advisory firm specializing in providing personalized financial advice to clients. With a team of experienced advisors, the firm offers a wide range of financial services and solutions to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Assists clients in making informed financial decisions
- Develops personalized financial plans based on individual needs and goals
- Offers ongoing support and guidance to clients
- Provides access to a wide range of financial products and services
Facts and Insights
AMERICAN EXECUTIVE ADVISORS, LLC has been in business for over 20 years and has helped numerous clients achieve financial success. The firm’s team of advisors brings a wealth of knowledge and expertise in various areas of finance, including investment management, retirement planning, and estate planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business succession planning
Client Types
- High-net-worth individuals
- Business owners
- Professionals
- Families
Fees & Compensation
AMERICAN EXECUTIVE ADVISORS, LLC typically charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients. The firm may also receive compensation from third parties for recommending certain products or services.
Background
The team at AMERICAN EXECUTIVE ADVISORS, LLC is comprised of highly experienced and knowledgeable financial advisors. They have a proven track record of helping clients achieve their financial goals and are committed to providing personalized and comprehensive financial planning services.
Financial Advisor Disclosures to Know
American Executive Advisors, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm is held to a fiduciary standard, meaning they have a legal obligation to act in the best interests of their clients. This sets the firm apart from brokers or insurance agents, who are held to a lower suitability standard.
Additionally, the firm’s advisors may have certain disclosures on their records, such as any disciplinary actions or conflicts of interest. Clients can access this information through the SEC’s online database or by requesting a copy of the advisor’s Form ADV.