How does the advisor help clients – Key Takeaways:
Asset Planning Corporation (APC) is a leading financial advisory firm that specializes in asset planning and management. With a team of experienced advisors and a variety of financial services offered, APC is dedicated to helping clients achieve their financial goals.
Facts and Insights
As a financial expert, APC is committed to providing clients with sound financial advice and strategies. Some key insights about APC include:
- Founded in 2001
- Assets under management: $1.2 billion
- Number of advisors: 15
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2001 | $1.2 | 15 |
Financial Services Offered
APC offers a wide range of financial services to cater to the diverse needs of its clients. Some of the services provided by APC include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Business planning
Client Types
APC serves a variety of clients, including individuals, families, and businesses. Whether you are just starting to build your wealth or are looking to protect and preserve your assets, APC can tailor its services to meet your specific needs and financial situation.
Fees & Compensation
APC is a fee-only firm, which means their only source of compensation is through client fees. This ensures that their advice is always in the best interest of their clients and eliminates any potential conflicts of interest. Fees for services provided by APC are based on a percentage of assets under management, and they strive to keep these fees competitive and transparent.
Background
APC was founded in 2001 by a team of experienced financial advisors who wanted to create a client-centric firm focused on providing personalized and comprehensive financial planning. With over 20 years of industry experience, the team at APC has the knowledge and expertise to help clients navigate the complex world of finance.
Financial Advisor Disclosures to Know
As a financial advisor, APC is held to high ethical and professional standards. They are registered with the Securities and Exchange Commission (SEC) and are also members of the Financial Industry Regulatory Authority (FINRA). APC also has a fiduciary duty to act in the best interests of their clients, ensuring that their recommendations are always unbiased and in line with their clients’ goals and risk tolerance.