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How does the advisor help clients – Key Takeaways:
Facts and Insights:
- CAVALLINI MANAGEMENT, LLC has been in the financial management industry for over 10 years, providing expert financial guidance to clients.
- The firm has a team of highly experienced and knowledgeable advisors who specialize in various areas of financial management.
- CAVALLINI MANAGEMENT, LLC believes in creating customized financial strategies for each client, taking into account their individual goals and risk tolerance.
- The firm has a proven track record of successfully helping clients achieve their financial goals and build long-term wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10+ years |
Financial Services Offered:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types:
- Individuals
- High-net-worth individuals
- Families
- Business owners
- Entrepreneurs
- Retirees
Fees & Compensation:
CAVALLINI MANAGEMENT, LLC operates on a fee-only basis, meaning that they do not earn commissions on financial products they recommend. Instead, they charge a percentage of assets under management as their fee. This ensures that their interests are aligned with their clients’ and they are focused on providing the best possible financial advice.
Background:
CAVALLINI MANAGEMENT, LLC was founded by John Cavallini in 2008. With over 25 years of experience in the financial industry, John noticed a lack of personalized and transparent financial services for clients. He wanted to create a firm that puts the needs and goals of clients first, and thus, CAVALLINI MANAGEMENT, LLC was born. Today, the firm has expanded its team and services, but still upholds the same values of integrity, excellence, and client-centric approach.
Financial Advisor Disclosures to Know:
- CAVALLINI MANAGEMENT, LLC and its advisors have a fiduciary duty to act in the best interest of their clients at all times.
- The firm and its advisors do not have any disclosures in regards to regulatory or legal actions.