How does the advisor help clients – Key Takeaways:
As a financial expert, AMERITIME, LLC offers a range of comprehensive financial services to its clients. They are dedicated to helping their clients achieve their financial goals and secure a stable future. This article will provide key insights and facts about AMERITIME, LLC, including information on their assets under management, number of advisors, time in business, services offered, client types, fees and compensation, and background. It will also discuss important disclosures that clients should be aware of when working with AMERITIME, LLC.
Facts and Insights
AMERITIME, LLC was founded in 2005 and is headquartered in New York, New York. The firm currently has $100 million in assets under management and a team of 15 highly qualified and experienced financial advisors. They have a strong track record of helping clients reach their financial goals through strategic planning and personalized investment strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 15 | Founded in 2005 |
Financial Services Offered
AMERITIME, LLC provides a variety of financial services to their clients, including investment management, retirement planning, estate planning, and tax planning. They utilize a holistic approach to financial planning, taking into consideration each client’s unique financial circumstances and goals.
Client Types
AMERITIME, LLC caters to a diverse range of clients, including individuals, families, and small business owners. They also work with high net worth clients and specialize in helping individuals and families in the maritime industry with their unique financial needs.
Fees & Compensation
AMERITIME, LLC operates on a fee-only model, which means they do not earn commissions from selling financial products. Their fees are based on a percentage of assets under management, and they are transparent about their fees and compensation structure with their clients.
Background
AMERITIME, LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). This means that they are held to a fiduciary standard, which requires them to always act in the best interest of their clients. They are committed to providing unbiased and objective financial advice to their clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or disciplinary actions. AMERITIME, LLC has a clean disciplinary record, with no regulatory actions or legal disputes. They also have no disclosures related to their advisory business on their SEC filings.