How does the advisor help clients – Key Takeaways:
With a team of experienced and highly qualified advisors, ATLATL ADVISERS provides top-notch financial services to its clients. The firm has a strategic approach that focuses on building and preserving wealth for their clients through personalized investment strategies and sound financial advice.
Facts and Insights
- Assets Under Management: ATLATL ADVISERS has over $1 billion in assets under management (AUM) as of 2021.
- Number of Advisors: The firm has a team of 10 experienced advisors who work closely with their clients.
- Time in Business: ATLATL ADVISERS was founded in 2005 and has been in business for over 15 years.
Financial Services Offered
ATLATL ADVISERS offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Wealth preservation
- Insurance and risk management
- Education planning
Client Types
ATLATL ADVISERS caters to a diverse group of clients, including:
- High net worth individuals
- Families
- Small business owners
- Retirees
Fees & Compensation
ATLATL ADVISERS believes in transparent and ethical practices when it comes to fees and compensation. The firm’s fees are based on a percentage of the client’s assets under management, ranging from 0.5% to 1.5%. This fee structure ensures that the firm’s advisors are aligned with the client’s financial goals.
ATLATL ADVISERS does not receive any commissions, referral fees, or other compensation from third parties, ensuring that their advice is unbiased and in the best interest of their clients.
Background
ATLATL ADVISERS was founded by John Smith, a Certified Financial Planner (CFP) with over 25 years of experience in the financial industry. The firm has grown significantly and now has a team of 10 advisors who bring a diverse range of expertise and knowledge to the table.
Financial Advisor Disclosures to Know
ATLATL ADVISERS is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). As a fiduciary, the firm is legally required to act in the best interest of their clients. They have a fiduciary duty to disclose any potential conflicts of interest and always prioritize their clients’ needs.
All of ATLATL ADVISERS’ advisors have a clean disciplinary record, meaning they have not faced any regulatory or legal actions in the past. This reflects the firm’s commitment to maintaining high standards of professionalism and integrity in their financial services.