How does the advisor help clients – Key Takeaways:
AVANCE INVESTMENT MANAGEMENT, LLC is a leading financial advisory firm that helps clients achieve their financial goals through expert knowledge and personalized strategies. With decades of combined experience in the industry, the team at AVANCE INVESTMENT MANAGEMENT, LLC is dedicated to providing exceptional financial services to its clients.
Facts and Insights
Here are some key facts and insights to give you a better understanding of how AVANCE INVESTMENT MANAGEMENT, LLC can help you:
- AVANCE INVESTMENT MANAGEMENT, LLC was founded in 2005 and has been in business for over 15 years. This demonstrates their stability and longevity in the industry.
- The firm has a team of highly qualified financial advisors who have a combined experience spanning several decades in the financial services industry.
- The firm’s advisors have extensive knowledge and expertise in various financial areas such as investment management, retirement planning, estate planning, and tax planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 15 years |
Financial Services Offered
AVANCE INVESTMENT MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of their clients. Some of the most popular services include:
- Investment management – helping clients grow and protect their wealth through various investment strategies.
- Retirement planning – creating customized plans to help clients achieve their retirement goals.
- Estate planning – managing and preserving assets for future generations.
- Tax planning – maximizing tax savings and minimizing tax liabilities for clients.
- Insurance planning – identifying and implementing the most suitable insurance options for clients’ needs.
Client Types
AVANCE INVESTMENT MANAGEMENT, LLC caters to a diverse clientele, including:
- Individuals
- Families
- Business owners
- High-net-worth individuals
- Retirees
Fees & Compensation
AVANCE INVESTMENT MANAGEMENT, LLC operates on a fee-based compensation structure, which means that they are primarily compensated through fees and not commissions. This ensures that the firm’s interests are aligned with its clients’ best interests, as they only succeed when their clients succeed.
Background
The team at AVANCE INVESTMENT MANAGEMENT, LLC is made up of highly experienced and qualified financial professionals. They are dedicated to continuously expanding their knowledge and staying up-to-date with industry trends and changes. This commitment to ongoing education allows them to provide clients with the most effective and relevant financial advice.
Financial Advisor Disclosures to Know
As a respected financial advisor, AVANCE INVESTMENT MANAGEMENT, LLC adheres to strict ethical and legal standards. It is important to note that the firm has no disclosures according to its latest Form ADV filings with the Securities and Exchange Commission (SEC). This means that they have a clean record and have not been subject to any legal or disciplinary actions.