How Does BOUNDLESS FINANCIAL Help Clients – Key Takeaways:
BOUNDLESS FINANCIAL offers comprehensive financial advising services to help clients achieve their financial goals and secure their financial future. This includes personalized investment management, retirement planning, estate planning, tax strategy, and risk management.
Facts and Insights:
With a team of experienced and knowledgeable financial advisors, BOUNDLESS FINANCIAL has been providing top-notch financial services to clients for over 20 years. As of 2021, the firm manages over $2 billion in assets and has a team of 50 dedicated advisors helping clients across the nation.
Assets Under Management, Number of Advisors and Time in Business:
| YEAR | ASSETS UNDER MANAGEMENT (in millions) | NUMBER OF ADVISORS |
|---|---|---|
| 2021 | $2,000 | 50 |
Financial Services Offered:
BOUNDLESS FINANCIAL offers a wide range of financial services to cater to the diverse needs of their clients. Their services include:
- Personalized investment management
- Retirement planning
- Estate planning
- Tax strategy
- Risk management
Client Types:
BOUNDLESS FINANCIAL serves a diverse range of clients, including:
- Individuals
- High net worth individuals
- Business owners
- Families
- Retirees
Fees & Compensation:
BOUNDLESS FINANCIAL charges a fee based on a percentage of the assets they manage for clients. This fee is typically between 1-2% and is based on the complexity of the client’s financial situation and the services rendered.
Background:
BOUNDLESS FINANCIAL was founded in 1999 and has since become one of the leading financial advisory firms in the industry. The firm’s success can be attributed to their client-centric approach, personalized services, and dedication to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
BOUNDLESS FINANCIAL operates with transparency and has no legal or disciplinary actions against them. They are a registered investment advisor and hold all necessary licenses and registrations to provide financial services to their clients.