How does the advisor help clients – Key Takeaways:
ARCHETYPE MANAGEMENT LLC is a leading financial management firm that provides expert guidance to its clients in achieving their financial goals and objectives. With a team of experienced professionals, the company offers a wide range of services to help clients navigate through the complexities of the financial world.
Facts and Insights:
Founded in 2005, ARCHETYPE MANAGEMENT LLC has been in the financial industry for over 15 years. The company has grown significantly since its inception, with its assets under management (AUM) reaching $10 billion as of December 2020. Its team of 50 highly qualified advisors is dedicated to providing personalized and customized solutions to meet the unique needs of each client.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $10 billion (as of December 2020) | 50 |
Financial Services Offered:
ARCHETYPE MANAGEMENT LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. The team of advisors works closely with each client to determine their financial goals and objectives and develop a customized plan to help them achieve their goals.
Client Types:
The firm works with a diverse range of clients, including individuals, high-net-worth individuals, families, and businesses. The team at ARCHETYPE MANAGEMENT LLC believes that every client’s financial needs are unique and therefore, provides personalized solutions to help them reach their financial goals.
Fees & Compensation:
The fees and compensation at ARCHETYPE MANAGEMENT LLC are based on a percentage of the assets under management. This ensures that the advisors’ interests are aligned with the clients’ goals, and the firm only profits when the clients’ investments grow. The fee structure is transparent and is discussed with the clients before any services are provided.
Background:
The team at ARCHETYPE MANAGEMENT LLC comprises highly qualified and experienced professionals with diverse backgrounds in finance, economics, and accounting. Each advisor brings a unique skill set and experience to the table, allowing the firm to provide comprehensive and efficient financial solutions to its clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, ARCHETYPE MANAGEMENT LLC adheres to all legal and ethical obligations and ensures full transparency in its dealings with clients. The firm has no reported legal or disciplinary disclosures, indicating its commitment to maintaining a clean track record.