How does the advisor help clients – Key Takeaways:
AVIVA INVESTORS AMERICAS is a leading financial services firm that specializes in providing expert guidance to clients seeking to grow and manage their wealth. With a team of highly qualified advisors and a wide range of financial services and products, AVIVA INVESTORS AMERICAS is dedicated to helping clients achieve their financial goals.
Facts and Insights
AVIVA INVESTORS AMERICAS has been in business for over 20 years and currently has over $100 billion in assets under management. The firm has a vast network of over 1,500 advisors, each with a deep understanding of the financial industry and the unique needs of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 billion | 1,500+ | 20+ years |
Financial Services Offered
AVIVA INVESTORS AMERICAS offers a comprehensive range of financial services to cater to the diverse needs of their clients. These services include, but are not limited to:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Educational savings planning
Client Types
AVIVA INVESTORS AMERICAS works with a wide range of clients, from high-net-worth individuals to small business owners and everything in between. The firm’s advisors have the expertise to cater to the unique needs of each client, regardless of their financial situation.
Fees & Compensation
AVIVA INVESTORS AMERICAS is committed to transparency in its fees and compensation structure. The firm’s advisors do not work on commission, ensuring that their recommendations are always in the best interest of the client. Instead, they charge a fee based on the assets under management, providing a clear and straightforward way to compensate their services.
Background
AVIVA INVESTORS AMERICAS is part of Aviva plc, a global leader in insurance, investments and savings. With a history dating back over 300 years, Aviva has a strong foundation of financial stability and expertise. This gives clients peace of mind knowing that their wealth is in safe hands.
Financial Advisor Disclosures to Know
AVIVA INVESTORS AMERICAS is committed to providing transparent and ethical financial advice to its clients. As part of this commitment, the firm ensures that all its advisors adhere to strict regulatory and compliance guidelines, including providing full disclosure of any potential conflicts of interest. Additionally, the firm prioritizes ongoing education and training for its advisors to ensure they are always up-to-date on the latest industry developments and best practices.