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How does the advisor help clients – Key Takeaways:
BIG “I” Advisory Resources, LLC is a financial consulting firm that prides itself on providing top-notch financial expertise to its clients. With a team of skilled advisors, the company aims to assist individuals and businesses in achieving their financial goals through personalized strategies and expert recommendations.
Facts and Insights:
BIG “I” Advisory Resources, LLC was founded in 2005 and has been in the financial industry for over 15 years. As of 2020, the company manages assets worth $1.5 billion and has a team of 25 experienced advisors who are dedicated to providing excellent services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1.5 billion | 25 |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
- Business consulting
Client Types:
BIG “I” Advisory Resources, LLC caters to a wide range of clients including individuals, families, small businesses, and corporations. The company believes in developing long-term relationships with its clients by understanding their unique needs and offering tailored solutions.
Fees & Compensation:
BIG “I” Advisory Resources, LLC charges a fee based on a percentage of assets under management. This ensures that the company’s interests are aligned with those of its clients, as its revenue is directly tied to the performance of the client’s assets. The company is committed to transparency and does not charge any hidden fees.
Background:
The team at BIG “I” Advisory Resources, LLC is dedicated to providing high-quality financial advice and guidance to their clients. The advisors have extensive knowledge and experience in the financial industry, which allows them to understand the complexities of the market and develop effective strategies for their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, BIG “I” Advisory Resources, LLC is legally obligated to disclose any conflicts of interest with their clients. The company takes this responsibility seriously and ensures that all potential conflicts are disclosed and managed in a fair and transparent manner.