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How does the advisor help clients – Key Takeaways:
AMERITRUST INVESTMENT ADVISORS INC. offers a range of financial services to help clients achieve their financial goals. With years of experience and a team of knowledgeable financial experts, they provide personalized strategies and advice to meet the unique needs of each client.
Facts and Insights:
Here are some key facts and insights about AMERITRUST INVESTMENT ADVISORS INC.
| Assets Under Management | $500 million (as of 2020) |
|---|---|
| Number of Advisors | 50+ |
| Time in Business | 20+ years |
Financial Services Offered:
AMERITRUST INVESTMENT ADVISORS INC. specializes in offering a wide range of financial services, including but not limited to:
- Investment Management
- Financial Planning
- Tax Planning
- Estate Planning
- Retirement Planning
Client Types:
AMERITRUST INVESTMENT ADVISORS INC. serves a diverse group of clients, including individuals, families, small business owners, and corporations. Their team has the expertise and resources to cater to the unique needs of each client and help them achieve their financial goals.
Fees & Compensation:
AMERITRUST INVESTMENT ADVISORS INC. follows a fee-based compensation structure, meaning they charge a percentage of the client’s assets under management. This ensures that their interests align with their clients’ interests, as their success is tied to the success of their clients’ portfolios.
Background:
AMERITRUST INVESTMENT ADVISORS INC. was founded in 2000 by a team of experienced financial professionals who wanted to create a firm that prioritizes personalized service and tailored financial advice for clients. The company has since grown and expanded its services, but their commitment to providing top-notch financial guidance remains the same.
Financial Advisor Disclosures to Know:
It is important to note that AMERITRUST INVESTMENT ADVISORS INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in the best interests of their clients and are legally obligated to disclose any potential conflicts of interest. As a client, it is crucial to understand these disclosures before engaging in a financial relationship with the firm.