BREAKAWAY VENTURES MANAGEMENT, LLC is a well-established and highly respected financial advising firm, providing expert financial guidance to clients across the country. The management team at BREAKAWAY VENTURES is comprised of a group of seasoned professionals who bring a wealth of knowledge and experience to every client interaction.
How the Advisor Helps Clients – Key Takeaways:
At BREAKAWAY VENTURES, the advisor’s primary goal is to help clients make informed and strategic financial decisions that will benefit them both now and in the future. This is accomplished by providing individualized attention and creating custom financial plans that align with each client’s unique goals and objectives. The firm also offers ongoing support and monitoring to ensure that clients stay on track towards achieving their financial goals.
Facts and Insights:
BREAKAWAY VENTURES MANAGEMENT, LLC has been in business for over 15 years, providing top-notch financial services to clients of all backgrounds. The firm has amassed a wealth of knowledge and expertise over the years, earning a solid reputation in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Total Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 15 | 15 |
Financial Services Offered:
BREAKAWAY VENTURES offers a wide range of financial services to meet the diverse needs of their clients. These include investment management, retirement planning, estate planning, tax planning, and risk management strategies. The firm also provides comprehensive financial education and guidance to help clients make informed and strategic decisions.
Client Types:
The firm serves a diverse set of clients, including individuals, families, and businesses of all sizes. BREAKAWAY VENTURES caters to clients at all stages of their financial journey, from those just starting to save for retirement to high-net-worth individuals looking to preserve and grow their assets.
Fees & Compensation:
BREAKAWAY VENTURES is committed to complete transparency when it comes to fees and compensation. The firm charges a competitive fee-for-service based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients. The firm also offers free initial consultations for prospective clients to determine if their services are a good fit.
Background:
The management team at BREAKAWAY VENTURES MANAGEMENT, LLC is made up of certified financial advisors with extensive experience in the industry. Many of their advisors hold advanced degrees and certifications, and the firm prides itself on staying up-to-date on the latest industry trends and developments.
Financial Advisor Disclosures to Know:
As a registered financial advising firm, BREAKAWAY VENTURES is committed to full disclosure. Clients can access the firm’s Form ADV, which outlines the services provided, fees charged, and any potential conflicts of interest. In addition, the firm has a thorough Code of Ethics and Standards of Professional Conduct that all advisors must adhere to.