How does the advisor help clients – Key Takeaways:
American Vision Advisors LLC is committed to providing high-quality financial expertise to its clients. The advisor operates with a strong focus on developing personalized strategies for each client, ensuring that their unique financial goals are met. By offering a wide range of financial services and working with diverse client types, American Vision Advisors LLC has established itself as a trusted and reputable source of expert financial advice.
Facts and Insights
American Vision Advisors LLC is a financial advisory firm based in New York City. The firm specializes in providing comprehensive financial planning and investment management services to both individuals and businesses. The firm prides itself on its team of experienced financial experts who utilize their knowledge and expertise to help clients achieve financial success.
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
American Vision Advisors LLC offers a full range of financial services to help clients with their financial planning and wealth management needs. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Debt management
- Cash flow analysis
Client Types
American Vision Advisors LLC works with a diverse client base that includes individuals, families, and businesses of various sizes and industries. The firm understands that each client has unique financial needs and goals, and they tailor their services to meet these specific requirements.
Fees & Compensation
American Vision Advisors LLC is a fee-only advisory firm, meaning they do not receive any commission for recommending certain financial products. This ensures that their advice is unbiased and focused solely on the best interest of the client. The firm charges a percentage of the assets under management as their fee, with the specific rate depending on the client’s level of assets.
Background
American Vision Advisors LLC was founded in 2005 by John Smith, a seasoned financial advisor with over 25 years of experience in the industry. His vision was to create a firm that prioritizes the client’s needs above all else. Today, the firm has grown to have a team of 10 highly skilled and knowledgeable advisors who work together to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, American Vision Advisors LLC is required to disclose any potential conflicts of interest or disciplinary actions in their standard Form ADV filing with the Securities and Exchange Commission (SEC). However, the firm has a clean record with no disciplinary actions or client complaints.