Facts and Insights
Asset Allocation & Research LLC (AAR) is a leading financial advisory firm that specializes in asset allocation and investment research. Founded in 1998, AAR has been providing expert financial advice and services to clients for over 20 years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | 20 years |
Financial Services Offered
AAR offers a wide range of financial services to help clients reach their financial goals. These services include:
- Asset allocation strategies
- Investment research and analysis
- Retirement planning
- Tax planning
- Estate planning
- Risk management
Client Types
AAR works with a diverse group of clients, including individuals, families, small business owners, and corporate executives. They also have experience working with clients of all income levels and investment profiles.
Fees & Compensation
AAR takes a fee-only approach to financial advising, meaning they do not receive commissions for recommending specific products or services. This ensures that their recommendations are always in the best interest of their clients. Fees are based on a percentage of assets under management, and AAR is transparent about all fees and compensation.
Background
The team at AAR is made up of highly experienced and knowledgeable financial advisors who hold various professional designations and certifications. They are committed to staying current on market trends and constantly researching new investment opportunities to provide the best advice to their clients.
Financial Advisor Disclosures to Know
AAR is registered with the Securities and Exchange Commission (SEC) and is held to the fiduciary standard, meaning they are legally obligated to always act in the best interest of their clients. They also adhere to strict compliance and ethical standards and regularly disclose any potential conflicts of interest.
How does the advisor help clients – Key Takeaways:
AAR is a highly reputable financial advisory firm with over 20 years of experience helping clients achieve their financial goals. They offer a wide range of services, work with a diverse group of clients, and operate on a fee-only basis to ensure their clients’ best interests are always the top priority. With a team of experienced advisors and a strong commitment to compliance and ethical practices, AAR is a reliable and trustworthy choice for anyone seeking expert financial advice.