How does the advisor help clients – Key Takeaways:
In today’s complex financial landscape, it is important for individuals and businesses to have a reliable and knowledgeable financial expert to guide them in making sound investment decisions. AUGUST EQUITY LLP, a leading financial advisory firm, is dedicated to providing exceptional service to its clients through a team of experienced professionals and a wide range of financial services.
Facts and Insights
Here are some important facts and insights about AUGUST EQUITY LLP:
- Assets under management: As of July 2021, the firm manages over $10 billion in assets for its clients.
- Number of advisors: The firm has a team of 50 financial advisors who specialize in various areas of finance and investments.
- Time in business: AUGUST EQUITY LLP was founded in 2006 and has over 15 years of experience in the financial industry.
Financial Services Offered
AUGUST EQUITY LLP offers a comprehensive range of financial services to its clients, including:
- Investment management: The firm provides tailored investment strategies and portfolio services to help clients achieve their financial goals.
- Retirement planning: Whether it’s planning for retirement or managing existing retirement accounts, the firm offers expert guidance to help clients make the most out of their savings.
- Tax planning: AUGUST EQUITY LLP helps clients create tax-efficient investment plans and minimize their tax burden.
- Estate planning: With a team of estate planning experts, the firm assists clients in developing effective and personalized estate plans to protect their assets and provide for their loved ones.
Client Types
AUGUST EQUITY LLP serves a diverse range of clients, including:
- Individuals
- High net worth individuals
- Businesses
- Trusts
- Non-profit organizations
Fees & Compensation
As a fee-based advisory firm, AUGUST EQUITY LLP charges fees for its services, including:
- Assets under management fee: This fee is based on a percentage of the assets managed by the firm.
- Hourly fees: The firm charges an hourly fee for certain financial planning services.
- Fixed fees: For some services, the firm charges a fixed fee based on the complexity of the client’s financial situation.
The firm’s compensation structure is designed to align with the best interests of its clients, as the firm only earns income when its clients’ investments perform well.
Background
Founded in 2006, AUGUST EQUITY LLP has built a reputation for excellence in the financial industry. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a fiduciary, meaning they must always act in the best interests of their clients. The firm’s team of advisors has a diverse and extensive background in finance, allowing them to provide clients with a well-rounded and comprehensive approach to financial management and planning.
Financial Advisor Disclosures to Know
As a responsible financial advisor, AUGUST EQUITY LLP is committed to transparency and disclosure. Here are some important disclosures to be aware of:
- Disclosure of any conflicts of interest: The firm will always disclose any potential conflicts of interest that may arise in their client relationships.
- Fee schedule: Before entering into any agreement, the firm will provide clients with a clear understanding of their fee schedule and compensation structure.
- Third-party compensation: If the firm receives any third-party compensation for recommending certain products or services, it will be fully disclosed to the client.
By being transparent and upfront about their practices, AUGUST EQUITY LLP ensures that their clients can trust and rely on their advice.