About ASSETBUILDER, INC.
ASSETBUILDER, INC. is a leading financial firm that specializes in helping clients build and manage their assets for long-term financial success. With a team of experienced financial advisors and a wide range of financial services, ASSETBUILDER, INC. is able to provide expert guidance and solutions to individuals, families, and businesses alike.
How does the advisor help clients – Key Takeaways:
- Offers a range of financial services to help clients achieve their long-term financial goals
- Uses expertise and industry knowledge to provide personalized solutions for each client
- Has a team of experienced advisors dedicated to helping clients make informed financial decisions
Facts and Insights
Here are some facts and insights about ASSETBUILDER, INC. and their services:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion | 50 | 20 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
ASSETBUILDER, INC. serves a diverse range of clients, including:
- Individuals and families
- Small and medium-sized businesses
- Nonprofit organizations
- Retirement plans
Fees & Compensation
ASSETBUILDER, INC. charges clients a fee based on a percentage of assets under management. This fee structure ensures that the company’s interests are aligned with those of their clients, promoting a collaborative and transparent relationship.
Background
ASSETBUILDER, INC. was founded in 2000 and has since grown to become a leading financial firm with a strong reputation for providing high-quality services and personalized solutions. Their team of experienced advisors and proven track record of success make them a trusted choice for clients looking to achieve their long-term financial goals.
Financial Advisor Disclosures to Know
When working with ASSETBUILDER, INC., clients can expect full transparency and honesty when it comes to their financial journey. Some key disclosures to keep in mind include:
- ASSETBUILDER, INC. is a registered investment adviser and is subject to fiduciary duty, meaning they are legally obligated to act in the best interests of their clients.
- All advisors at ASSETBUILDER, INC. are licensed and have undergone rigorous training to ensure they have the expertise and knowledge needed to provide quality financial advice.
- Clients may have to pay additional fees for certain services, such as tax planning or estate planning, depending on their individual needs and circumstances.