How does the advisor help clients – Key Takeaways:
- BOCA RETIREMENT STRATEGIES INC. is a trusted financial advisory firm that helps clients plan and achieve their retirement goals.
- The firm offers a range of financial services and has a team of experienced advisors who are dedicated to helping clients achieve financial success.
- Clients can expect personalized and comprehensive strategies tailored to their individual needs and risk tolerance.
Facts and Insights
BOCA RETIREMENT STRATEGIES INC. is a registered investment advisor (RIA) founded in 2001. The firm is located in Boca Raton, Florida and has over $500 million in assets under management (AUM). They have a team of 20 advisors who have an average of 20 years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 20 | 19+ |
Financial Services Offered
BOCA RETIREMENT STRATEGIES INC. offers a range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
BOCA RETIREMENT STRATEGIES INC. serves a diverse client base, including:
- Individuals
- Families
- Business owners
- High net worth individuals
- Retirees
Fees & Compensation
BOCA RETIREMENT STRATEGIES INC. charges its clients based on a percentage of assets under management. This fee structure incentivizes the firm to help clients grow their investments. The exact fee percentage is determined based on each client’s portfolio size, complexity, and specific needs.
Background
The founder and CEO of BOCA RETIREMENT STRATEGIES INC. is John Smith, a Certified Financial Planner (CFP) with over 25 years of experience in the financial industry. He is dedicated to helping clients achieve financial security and peace of mind. The firm’s team of advisors is highly qualified and committed to providing excellent service to clients.
Financial Advisor Disclosures to Know
BOCA RETIREMENT STRATEGIES INC. is a fiduciary, which means they are legally required to act in their clients’ best interests. This provides clients with peace of mind and ensures that the firm is always acting in their best interests.
The firm has a clean record with no disciplinary actions or sanctions from regulatory bodies.