CAVALIER ADVISORY & INSURANCE
Fiduciary Financial Experts Serving Clients with Excellence
Cavalier Advisory & Insurance is a leading financial advisory firm that specializes in providing expert guidance and services to clients in various financial matters. With years of experience in the industry, the advisors at Cavalier have established a strong reputation for their professionalism, expertise, and commitment to serving their clients with excellence.
How does the advisor help clients – Key Takeaways:
- Provides personalized and tailored financial planning and management services
- Assists clients in making informed decisions about their investments and financial goals
- Offers a wide range of financial services to meet the diverse needs of clients
- Strives to always act in the best interest of their clients as fiduciary experts
Facts and Insights
At Cavalier Advisory & Insurance, the team of advisors believes in empowering their clients by providing them with the necessary knowledge and tools to make sound financial decisions. They stay up to date with the latest market trends, economic insights, and industry news to better serve their clients and help them navigate through the ever-changing financial landscape.
Assets Under Management, Number of Advisors and Time in Business:
| As of 2020 | As of 2019 | Growth | |
|---|---|---|---|
| Assets under Management | $500 million | $400 million | 25% |
| Number of Advisors | 20 | 15 | 33.3% |
| Time in Business | 10 years | 8 years | – |
Financial Services Offered
As a full-service financial advisory firm, Cavalier offers a comprehensive range of services to help clients achieve their financial goals. Their services include investment management, retirement planning, risk management, tax planning, and more. The advisors work closely with their clients to develop a customized financial plan that caters to their specific needs and objectives.
Client Types
Cavalier serves a diverse range of clients, including individuals, families, small business owners, and corporate clients. The team has the expertise and resources to cater to the unique financial needs of each client and provide tailored solutions that align with their long-term goals and objectives.
Fees & Compensation
At Cavalier, the advisors are transparent about their fees and compensation structure. They believe in providing affordable and fair pricing for their services and do not earn any commissions on investment products. Clients pay a flat or hourly fee for financial planning services and a percentage fee for investment management services.
Background
The team at Cavalier Advisory & Insurance is made up of highly qualified and experienced financial experts, including certified financial planners, investment advisors, and insurance specialists. They adhere to the highest ethical standards and hold themselves accountable for their clients’ financial success.
Financial Advisor Disclosures to Know
When working with clients, the advisors at Cavalier always disclose any potential conflicts of interest and follow strict compliance guidelines. They prioritize their clients’ best interests and make sure to provide all the necessary information and disclosures for clients to make informed decisions about their financial plans and strategies.