About CARLISLE FINANCIAL GROUP, LLC
CARLISLE FINANCIAL GROUP, LLC is a leading financial services firm that specializes in providing top-notch financial advice to individuals and businesses. With a team of expert financial advisors at their disposal, they have gained a reputation for being one of the most trusted names in the industry. The firm has a strong focus on providing personalized solutions to help clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Customized financial solutions for individuals and businesses
- Expert financial advice and guidance
- Personalized portfolio management services
- Efficiently managing clients’ assets and investments
- Ensuring financial stability and security for the future
Facts and Insights
CARLISLE FINANCIAL GROUP, LLC has been in the financial services industry for over 20 years, with a strong track record of helping clients achieve their financial goals. As of 2020, the firm has over $2 billion in Assets Under Management and employs a team of over 50 expert financial advisors, ensuring that each client receives personalized attention and expert advice.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $2 billion | 50+ |
Financial Services Offered
The firm offers a wide range of financial services to cater to the diverse needs of its clients. These include investment management, retirement planning, estate planning, tax planning, and risk management. With a team of expert advisors, CARLISLE FINANCIAL GROUP, LLC is equipped to provide comprehensive financial solutions to ensure long-term financial success for its clients.
Client Types
CARLISLE FINANCIAL GROUP, LLC caters to a diverse set of clients, including high-net-worth individuals, small business owners, and corporate clients. The firm’s personalized approach ensures that each client receives tailored solutions to meet their unique financial needs.
Fees & Compensation
CARLISLE FINANCIAL GROUP, LLC charges fees based on a percentage of the client’s assets under management, ranging from 1% to 2%. The firm is transparent about its fee structure and does not have any hidden fees or commissions. As an independent firm, they are committed to providing unbiased advice and recommendations that are in the best interest of their clients.
Background
The founder of CARLISLE FINANCIAL GROUP, LLC, John Carlisle, is a highly experienced and knowledgeable financial advisor with over 30 years of experience in the industry. He is a Certified Financial Planner (CFP) and holds various industry licenses and certifications. Under his leadership, the firm has grown to become a trusted name in the financial services industry.
Financial Advisor Disclosures to Know
As an SEC-registered investment advisor, CARLISLE FINANCIAL GROUP, LLC is committed to operating with transparency and adherence to industry regulations. The firm has a clean disciplinary record and no legal or regulatory actions have been taken against them.