How does the advisor help clients – Key Takeaways:
ATLANTIS INVESTMENT COACHING, LLC is a well-respected financial coaching firm that specializes in creating customized investment strategies for their clients. With a team of experts who have extensive knowledge and experience in the finance industry, they provide personalized solutions to help clients achieve their financial goals.
Facts and Insights
Here are some important facts and insights about ATLANTIS INVESTMENT COACHING, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 10 years |
Financial Services Offered
ATLANTIS INVESTMENT COACHING, LLC offers a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
ATLANTIS INVESTMENT COACHING, LLC works with a diverse client base, which includes:
- High-net-worth individuals
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation
ATLANTIS INVESTMENT COACHING, LLC operates on a fee-only structure, meaning they do not earn commissions or kickbacks from financial products they recommend. This ensures that their advice is always unbiased and in the best interest of their clients.
Their fees are based on a percentage of the assets under management, which encourages their advisors to work diligently to grow their clients’ investments.
Background
Founded in 2009, ATLANTIS INVESTMENT COACHING, LLC has quickly become one of the most trusted financial coaching firms in the industry. Their team of advisors has a combined experience of over 50 years in the finance world, making them a reliable source for financial advice.
Financial Advisor Disclosures to Know
ATLANTIS INVESTMENT COACHING, LLC prides themselves on their transparent approach to financial coaching. They follow strict ethical standards and are registered with the Securities and Exchange Commission (SEC). In addition, they also hold insurance and professional licenses that are required for their services. They are committed to disclosing any potential conflicts of interest and providing all necessary disclosures to their clients.