How does the advisor help clients – Key Takeaways:
As a financial expert, BASIS SET BUILDERS, LLC provides a range of services to its clients to help them achieve their financial goals. These services include portfolio management, financial planning, risk management, tax planning, and more. The advisor uses its expertise and knowledge to guide clients in making informed financial decisions.
Facts and Insights:
BASIS SET BUILDERS, LLC has been in business since 2008 and has steadily grown its assets under management (AUM) over the years. According to publicly available data from the SEC, as of March 2021, the firm manages over $250 million in assets and has a team of 10 advisors working for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2021 | $250 million | 10 |
| 2020 | $225 million | 9 |
| 2019 | $200 million | 8 |
| 2018 | $175 million | 7 |
Financial Services Offered:
BASIS SET BUILDERS, LLC offers a range of financial services to its clients, including investment management, estate planning, retirement planning, and education planning. The firm also provides services in tax planning, insurance planning, and risk management to help clients protect their wealth and achieve their financial goals.
Client Types:
The advisor serves a diverse set of clients, including high net worth individuals, families, trusts, and corporations. BASIS SET BUILDERS, LLC works closely with each client to develop customized financial strategies based on their unique financial goals and needs.
Fees & Compensation:
BASIS SET BUILDERS, LLC charges its clients a percentage of their overall AUM for its services. This fee structure ensures that the advisor’s interests are aligned with those of its clients in growing their assets. Additionally, the firm may also charge hourly or fixed fees for specific financial planning services.
Background:
BASIS SET BUILDERS, LLC was founded in 2008 by a team of experienced financial professionals who saw the need for a comprehensive and customized approach to financial management. The firm is committed to providing transparent, objective, and unbiased financial advice to its clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, BASIS SET BUILDERS, LLC is bound by the fiduciary standard, which requires them to act in their clients’ best interests at all times. The firm also has a clean record with no reported disciplinary actions or regulatory sanctions.