How does the advisor help clients – Key Takeaways:
Assured Advisory Group, LLC is a trusted financial advisory firm that focuses on providing comprehensive financial planning and investment management services to clients. With a team of highly experienced and knowledgeable advisors, the firm strives to help clients achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 2010, Assured Advisory Group, LLC has built a strong reputation for its personalized and client-centered approach. The firm is known for its integrity, transparency, and commitment to providing high-quality financial advice. Assured Advisory Group, LLC serves a diverse client base including individuals, families, small business owners, and corporations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million (approx.) | 10+ | 11 years |
Financial Services Offered
Assured Advisory Group, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include comprehensive financial planning, investment management, retirement planning, estate planning, tax planning, risk management, and more. The firm designs customized financial strategies for each client, taking into consideration their unique financial situation and goals.
Client Types
Assured Advisory Group, LLC serves a diverse clientele, including:
- Individuals
- Families
- Small business owners
- Corporations
Fees & Compensation
Assured Advisory Group, LLC is a fee-only firm, which means the advisors are compensated solely by fees paid by clients. This fee structure ensures the advisors’ advice is unbiased and in the client’s best interest. The firm charges a percentage of assets under management as its fees, which can range from 1% to 2%, depending on the client’s assets and services provided.
Background
The team at Assured Advisory Group, LLC consists of highly experienced and qualified advisors who have an in-depth understanding of the financial industry. The firm takes a team approach to provide clients with the best possible financial advice and support. The advisors at Assured Advisory Group, LLC have a variety of professional backgrounds and specialties, ensuring that clients receive well-rounded and tailored financial strategies.
Financial Advisor Disclosures to Know
It is important for clients to understand the potential risks associated with any investment or financial strategy. Assured Advisory Group, LLC is committed to transparency and will always disclose any potential conflicts of interest to clients. It is also important to note that the firm has no disciplinary actions or regulatory violations.