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About CARTHAGE FINANCIAL GROUP, LLC
Carthage Financial Group, LLC is a leading financial planning and advisory firm dedicated to helping clients achieve their financial goals. With a team of highly skilled and experienced financial experts, Carthage Financial Group, LLC provides comprehensive financial solutions to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Provide personalized financial advice and solutions tailored to each client’s unique situation and goals.
- Offer a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning.
- Utilize advanced technology and tools for financial planning and analysis.
- Continuously monitor and review client portfolios to ensure they are on track to meet their financial objectives.
- Provide ongoing support and guidance to help clients navigate market fluctuations and financial decisions.
Facts and Insights
Carthage Financial Group, LLC was founded in 2005 and has over 15 years of experience in providing top-notch financial services to clients. As of 2020, the firm manages assets worth $500 million and has a team of 10 experienced financial advisors dedicated to helping clients reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Carthage Financial Group, LLC offers a broad range of financial services to help clients build and protect their wealth. Some of the services provided by the firm include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
The firm caters to a diverse group of clients, including individuals, families, and businesses of all sizes. No matter the client’s financial situation or goals, Carthage Financial Group, LLC has the expertise to provide effective solutions and guidance to help them achieve success.
Fees & Compensation
Carthage Financial Group, LLC operates as a fee-only advisor, which means they do not receive commissions from the sale of any products or investments. Instead, they charge a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with the client’s, as they only succeed if the client does.
Background
The team at Carthage Financial Group, LLC is made up of highly qualified and experienced financial professionals who are committed to delivering the best possible results for their clients. The firm’s advisors have a background in finance, accounting, and other related fields, and they continually update their knowledge and skills to provide the most up-to-date financial advice and strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, Carthage Financial Group, LLC is subject to the regulations and guidelines set forth by the Securities and Exchange Commission (SEC). This means they have a fiduciary responsibility to act in the best interests of their clients, providing honest and transparent advice. The firm has a clean record and has not had any disciplinary actions or complaints filed against them.