tag
How does ATARAXIA ADVISORY SERVICES, LLC help clients – Key Takeaways:
ATARAXIA ADVISORY SERVICES, LLC is dedicated to providing top-notch financial services to its clients. With a team of experienced financial experts, they help individuals and businesses achieve their financial goals through personalized strategies and comprehensive advice. Here are some key takeaways on how ATARAXIA ADVISORY SERVICES, LLC helps its clients:
- Creates customized financial plans tailored to each client’s specific needs and goals.
- Offers expert guidance and advice on a wide range of financial matters such as investments, retirement planning, tax planning, and more.
- Provides regular portfolio reviews and updates to clients to ensure their financial plan stays on track.
Facts and Insights
Founded in 2005, ATARAXIA ADVISORY SERVICES, LLC has been in the financial advisory business for over 15 years. During this time, they have gained valuable insights and experience in helping clients navigate the complex world of finance. Their team of advisors has a combined experience of over 50 years in the financial industry, making them well-equipped to handle even the most complex of financial situations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 15 years |
These figures demonstrate ATARAXIA ADVISORY SERVICES, LLC’s successful track record in managing clients’ assets and their long-standing presence in the financial services industry. Their team of 8 advisors is able to provide personalized and attentive service to each client, ensuring their financial needs are met.
Financial Services Offered
ATARAXIA ADVISORY SERVICES, LLC offers a comprehensive range of financial services to cater to their clients’ every need. These services include:
- Investment management: ATARAXIA ADVISORY SERVICES, LLC focuses on creating diversified investment portfolios to help clients achieve their long-term financial goals.
- Retirement planning: The team at ATARAXIA ADVISORY SERVICES, LLC creates custom retirement plans for clients to ensure they have a comfortable and secure retirement.
- Tax planning: They work with clients to create tax-efficient strategies to minimize their tax burden and maximize their after-tax income.
- Estate planning: ATARAXIA ADVISORY SERVICES, LLC helps clients protect and transfer their wealth to future generations through effective estate planning strategies.
Client Types
ATARAXIA ADVISORY SERVICES, LLC caters to a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
Regardless of their client’s background or financial situation, ATARAXIA ADVISORY SERVICES, LLC’s team of advisors is dedicated to providing top-quality financial advice and services tailored to their specific needs.
Fees & Compensation
ATARAXIA ADVISORY SERVICES, LLC operates on a fee-only basis, meaning they do not receive commissions or other third-party compensation. This ensures their advice is unbiased and in the best interest of their clients. The fees charged by ATARAXIA ADVISORY SERVICES, LLC are based on a percentage of assets under management, providing a transparent and fair pricing structure for their clients.
Background
ATARAXIA ADVISORY SERVICES, LLC was founded by a team of financial professionals with a shared passion for helping individuals and businesses achieve financial stability and success. They strive to provide excellent service and build long-lasting relationships with their clients.
Financial Advisor Disclosures to Know
ATARAXIA ADVISORY SERVICES, LLC is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA). As such, they are held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They have a clean disciplinary record, with no disclosures listed on their Form ADV.
In conclusion, ATARAXIA ADVISORY