How does the advisor help clients – Key Takeaways:
ATA Management Strategies Inc. helps their clients achieve financial success through personalized and comprehensive financial planning and investment management services.
Their team of expert financial advisors use their industry knowledge and experience to develop customized strategies for each client, helping them to reach their specific financial goals.
ATA Management Strategies Inc. offers a wide range of financial services to cater to their clients’ diverse needs, and they work with a variety of client types, ensuring that their services are accessible to all.
Facts and Insights:
ATA Management Strategies Inc. has been in business for over 20 years, consistently delivering top-notch financial services to their clients.
They have a strong team of advisors, with a total of 50 advisors currently providing services to their clients.
Their assets under management have steadily increased over the years, with current numbers at $1.5 billion.
Assets Under Management, Number Of Advisors And Time In Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 50 | Over 20 years |
Financial Services Offered:
ATA Management Strategies Inc. offers a comprehensive range of financial services to cater to their clients’ various needs. These services include:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning and analysis
- Business planning and consulting
Client Types:
ATA Management Strategies Inc. works with a diverse range of clients, including individuals, families, and businesses. They also provide services to high net worth clients, ensuring that their expertise is accessible to all.
Fees & Compensation:
As a fee-only financial advisor, ATA Management Strategies Inc. does not earn commissions on products or services. Instead, their compensation is solely based on a percentage of the assets under their management. This fee structure ensures that their interests are aligned with their clients’ financial success.
Background:
ATA Management Strategies Inc. was founded by a team of experienced and knowledgeable financial advisors with the aim of providing personalized and comprehensive financial services to clients. They are committed to helping their clients achieve their financial goals and providing them with the peace of mind that comes with sound financial planning.
Financial Advisor Disclosures to Know:
ATA Management Strategies Inc. is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission. As an RIA, they have a fiduciary duty to act in their clients’ best interests at all times. This means that they have a legal and ethical obligation to provide unbiased and appropriate financial advice to their clients.