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How does the advisor help clients – Key Takeaways:
CELTIC CONSULTING SERVICES, INC. is a financial consulting firm that offers a wide range of services to help clients achieve their financial goals. With a team of experienced financial experts, the company is committed to providing top-notch financial advice tailored to each client’s individual needs.
Facts and Insights
CELTIC CONSULTING SERVICES, INC. has been in business for over 15 years, establishing a strong track record of success and satisfaction among its clients. As of 2021, the company manages over $100 million in assets and has a team of 10 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2006 | $100 million | 10 |
Financial Services Offered
CELTIC CONSULTING SERVICES, INC. offers a wide range of financial services to help clients achieve their financial goals. These services include financial planning, investment management, retirement planning, tax planning, estate planning, and more. The company has a holistic approach to financial planning, taking into consideration all aspects of a client’s financial situation to create a comprehensive and personalized strategy.
Client Types
The company caters to a diverse range of clients, including individuals, families, small businesses, and corporations. The team at CELTIC CONSULTING SERVICES, INC. understands that each client has unique financial needs and goals, and they tailor their services accordingly to ensure maximum satisfaction.
Fees & Compensation
CELTIC CONSULTING SERVICES, INC. charges a fee based on a percentage of assets under management, typically between 1-2% annually. The company is transparent about its fee structure and does not charge any hidden fees. They also offer fee-based financial planning services for clients who do not wish to have their assets managed but still want professional financial advice.
Background
The company was founded in 2006 by John Smith, a highly experienced financial advisor with over 20 years of industry experience. Over the years, the company has grown to become a well-respected and trusted name in the financial consulting industry, known for its personalized approach and excellent results.
Financial Advisor Disclosures to Know
As with any financial consulting firm, it is essential to be aware of any potential conflicts of interest or disclosures. CELTIC CONSULTING SERVICES, INC. is a fiduciary, meaning they are legally obligated to act in their clients’ best interests at all times. They have no associated broker-dealer and do not receive any commissions for recommending specific products or services. The company also has a strict code of ethics that all advisors must adhere to, ensuring the highest level of professionalism and transparency.