ARCHETYPE ADVISORS, LLC: A Financial Expert for Your Needs
ARCHETYPE ADVISORS, LLC is a trusted financial advisory firm that is dedicated to helping clients achieve their financial goals. With a team of experts and years of experience, they have the knowledge and skills to guide clients through the complex world of finance. Through their services, clients can gain a better understanding of their financial situation and make informed decisions for their future.
How does the advisor help clients – Key Takeaways:
- Provides financial expertise and guidance
- Creates personalized financial plans based on individual needs and goals
- Offers a wide range of financial services
- Works with various types of clients
- Discloses all necessary information and fees upfront
Facts and Insights
ARCHETYPE ADVISORS, LLC is a registered investment advisor based in New York City. According to their Form ADV, as of their most recent filing in March 2020, they currently have $500 million in assets under management. They also have a team of 10 advisors on staff, with an average of over 15 years of experience in the financial industry. The firm was established in 2010 and has since been providing quality financial services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
ARCHETYPE ADVISORS, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. Some of their services include investment management, retirement planning, tax planning, estate planning, and insurance solutions. By utilizing their expertise and resources, they can help clients build a strong financial foundation for their future.
Client Types
The firm works with individuals, families, and institutions to provide customized financial solutions tailored to their specific needs. They serve a wide range of clients, including high-net-worth individuals, business owners, and non-profit organizations. No matter the client type, ARCHETYPE ADVISORS, LLC strives to provide the highest level of service and expertise.
Fees & Compensation
ARCHETYPE ADVISORS, LLC operates on a fee-only basis, meaning they do not earn commissions for their services. Instead, their fees are based on a percentage of assets under management. This ensures that their interests are aligned with their clients and they are working in their best interest at all times. All fees and compensation are fully disclosed upfront, so clients can have a clear understanding of the costs involved.
Background
The team at ARCHETYPE ADVISORS, LLC has a strong background in finance, with each advisor possessing a unique set of skills and expertise. They are committed to staying current with industry trends and regulations to provide the best possible service to their clients. The firm also has relationships with other financial professionals, including attorneys and accountants, to provide a well-rounded approach to financial planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, ARCHETYPE ADVISORS, LLC has a fiduciary duty to act in the best interest of their clients. This means they must disclose any potential conflicts of interest and ensure that their clients’ needs come first. Additionally, the firm is required to disclose their fees, services, and any disciplinary history in their Form ADV, which can be found on the Securities and Exchange Commission’s website.