How does the advisor help clients – Key Takeaways:
Cadence Financial Advisors, LLC offers a variety of financial services and works with a diverse range of clients. Their team of experienced advisors provides personalized solutions to help clients achieve their financial goals and secure their financial future.
- They offer services such as financial planning, investment management, retirement planning, and tax planning.
- They work with individuals, families, small businesses, and corporations.
- Their advisors have extensive knowledge and expertise in various financial areas to provide comprehensive solutions to their clients.
- Their goal is to build long-term relationships with their clients based on trust, transparency, and open communication.
Facts and Insights
Cadence Financial Advisors, LLC was founded in 2005 by a team of financial experts. They are registered with the Securities and Exchange Commission (SEC) as an independent investment advisor and have a fiduciary duty to act in their clients’ best interests. They currently have $500 million in assets under management and a team of 10 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
Cadence Financial Advisors, LLC provides a wide range of financial services to meet the diverse needs of their clients. From creating a financial plan, managing investments, and planning for retirement, to minimizing taxes and protecting assets, their experienced advisors can help clients achieve their financial goals.
Client Types
Cadence Financial Advisors, LLC works with a variety of clients, including individuals, families, small businesses, and corporations. They have the expertise to assess each client’s unique financial situation and provide personalized solutions to help them achieve their financial goals.
Fees & Compensation
Cadence Financial Advisors, LLC charges a percentage of assets under management as their fee. This means that their compensation is directly tied to the performance of their client’s investments, aligning their interests with those of their clients. They also offer hourly and fixed-fee services for specific financial planning needs.
Background
The team at Cadence Financial Advisors, LLC has years of experience and expertise in various aspects of finance to provide comprehensive solutions to their clients. They also prioritize continuing education and staying up-to-date with the latest industry trends and changes to better serve their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Cadence Financial Advisors, LLC has a fiduciary duty to act in their clients’ best interests. This means they are legally bound to make recommendations that are in line with their clients’ goals and risk tolerance. They also have a duty to fully disclose any potential conflicts of interest and strive to maintain transparency in their communication with clients.