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How Does CARRIAGE SERVICES INVESTMENT ADVISORS, INC. Help Clients – Key Takeaways:
CARRIAGE SERVICES INVESTMENT ADVISORS, INC. is a financial advisor that specializes in providing expert financial advice to individuals and businesses. They are committed to helping their clients achieve financial success and security through personalized strategies and thoughtful investments.
CARRIAGE SERVICES INVESTMENT ADVISORS, INC. offers a wide range of financial services, including investment management, retirement planning, and tax planning. They work closely with each client to understand their unique financial goals and create a customized plan to achieve them.
Here are the key takeaways on how CARRIAGE SERVICES INVESTMENT ADVISORS, INC. helps their clients:
- Provides expert financial advice and personalized strategies
- Offers a variety of financial services to meet the needs of each client
- Works closely with clients to understand their financial goals
- Creates customized plans to achieve financial success
Facts and Insights:
CARRIAGE SERVICES INVESTMENT ADVISORS, INC. has been in business for over 20 years and has a team of experienced financial advisors who are dedicated to helping their clients grow and protect their wealth. They are committed to staying up-to-date on the latest market trends and industry insights to provide the best possible financial advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 20+ years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance
- Education Planning
- Corporate Retirement Plans
- Business Succession Planning
Client Types:
CARRIAGE SERVICES INVESTMENT ADVISORS, INC. works with a diverse range of clients, including individuals, families, small business owners, and corporations. They understand that each client has unique financial needs and tailor their services to fit their specific situation.
Fees & Compensation:
CARRIAGE SERVICES INVESTMENT ADVISORS, INC. is a fee-only advisor, meaning they do not receive commissions for their services. Instead, they charge a percentage of assets under management, ensuring that their goals are aligned with those of their clients. This fee structure also helps to minimize potential conflicts of interest.
Background:
CARRIAGE SERVICES INVESTMENT ADVISORS, INC. was founded in 1999 by a team of experienced financial advisors who were passionate about helping individuals and businesses achieve financial success. They have a strong track record of providing excellent financial advice and helping their clients reach their financial goals.
Financial Advisor Disclosures to Know:
Before working with any financial advisor, it’s important to be aware of any potential conflicts of interest or disciplinary actions. Here are some important disclosures to know about CARRIAGE SERVICES INVESTMENT ADVISORS, INC.:
- No disciplinary actions have been taken against the firm or its advisors
- The firm is registered with the Securities and Exchange Commission (SEC)
- The firm is a fee-only advisor