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How does the advisor help clients – Key Takeaways:
Facts and Insights
CARRAIGHILL is a financial advisory firm that specializes in providing expert financial advice and guidance to its clients. With a team of experienced professionals and a thorough understanding of the market, they cater to the unique financial needs of each client. The firm does not just focus on managing investments, but also offers a comprehensive range of financial services to help clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 12 years |
Financial Services Offered:
CARRAIGHILL offers a wide range of financial services to their clients. These include investment management, retirement planning, tax planning, estate planning, and wealth transfer strategies. They also provide expert advice on risk management and insurance solutions.
Client Types:
The firm caters to a diverse client base, including high net worth individuals, families, executives, and small business owners. They also work with institutional clients such as foundations, endowments, and trusts.
Fees & Compensation:
CARRAIGHILL is a fee-only advisor, which means they are compensated by a set fee for their services rather than through commissions or sales charges. This structure ensures that their advice is unbiased, with no hidden fees or conflicts of interest. The firm is transparent about their fees and works with clients to create a customized fee structure based on their financial needs and goals.
Background:
The founding partners of CARRAIGHILL have over 20 years of experience in the financial industry. The firm was established in 2009 with the goal of providing independent and personalized financial advice to clients. The team at CARRAIGHILL has a diverse background in finance, economics, and law, making them well-equipped to handle a variety of financial situations.
Financial Advisor Disclosures to Know:
As with any financial advisor, it is essential to be informed about their potential conflicts of interest and any disciplinary actions taken against them. CARRAIGHILL has a clean record with no reported disciplinary actions against them. The firm upholds high ethical standards and follows all regulations set by the Securities and Exchange Commission and state regulators.