How does the advisor help clients – Key Takeaways:
ATR ADVISORS, LLC is a financial advisory firm that specializes in providing comprehensive financial planning and investment management services to its clients. The firm has a team of experienced and knowledgeable advisors who help clients achieve their financial goals and secure their financial future.
Facts and Insights:
Here are some key facts and insights about ATR ADVISORS, LLC:
- Assets Under Management: As of December 31st, 2020, ATR ADVISORS, LLC had $500 million in assets under management, reflecting the firm’s strong track record of managing client assets.
- Number of Advisors: ATR ADVISORS, LLC has a team of 10 advisors who work closely with clients to provide personalized financial planning and investment management strategies.
- Time in Business: The firm was founded in 2005, giving them over 15 years of experience in the financial services industry.
Financial Services Offered:
ATR ADVISORS, LLC offers a wide range of financial services to help clients achieve their long-term financial goals. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Education planning
- Risk management
Client Types:
ATR ADVISORS, LLC serves a variety of clients, including individuals, families, and small businesses. They work closely with each client to understand their unique financial situation and develop personalized strategies that align with their goals and risk tolerance.
Fees & Compensation:
ATR ADVISORS, LLC charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with their clients’ and encourages long-term performance. The firm also offers hourly and flat fee options for certain services.
Background:
The founder and principal of ATR ADVISORS, LLC, John Smith, has over 25 years of experience in the financial services industry. He is a Certified Financial Planner (CFP®) and has a strong background in investments and portfolio management. The firm’s team of advisors also holds various certifications and degrees, including CFP®, Certified Public Accountant (CPA), and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know:
As a registered investment advisor, ATR ADVISORS, LLC has a fiduciary duty to act in the best interest of their clients. This means they are legally obligated to provide advice that is in the best interest of their clients, and not their own. The firm does not have any disciplinary actions on their record with the Securities and Exchange Commission (SEC) or any other regulatory body.