How does the advisor help clients – Key Takeaways:
CERTIFIED ADVISORY CORP offers a wide range of financial services to help clients achieve their financial goals. They have a team of experienced financial advisors who provide personalized and comprehensive solutions tailored to each client’s unique needs and risk tolerance.
Their goal is to educate and empower clients to make informed financial decisions and build a stronger financial future for themselves and their families.
Facts and Insights
CERTIFIED ADVISORY CORP has been in business for over 20 years, serving clients with their expertise and guiding them on their financial journey.
The company has a team of more than 50 advisors, managing over $2 billion in assets for their clients. They have a diverse range of clients, from individuals and families to small businesses and corporations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | 20+ years |
Financial Services Offered
CERTIFIED ADVISORY CORP offers a wide range of financial services to meet the diverse needs of their clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
- Debt management
- Business planning
Client Types
CERTIFIED ADVISORY CORP serves a diverse range of clients, including:
- Individuals and families
- Small businesses
- Corporations
- High net worth individuals
- Retirees
- Professionals
Fees & Compensation
The company believes in transparency and provides clients with a clear understanding of their fees and compensation structure. They offer fee-only financial planning and charge a percentage of assets under management as their fees. This aligns their interests with their clients’ and ensures they always act in their clients’ best interests.
Background
CERTIFIED ADVISORY CORP is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). This means they have a fiduciary duty to act in their clients’ best interests and provide unbiased advice. They have a team of experienced and knowledgeable advisors who are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
CERTIFIED ADVISORY CORP encourages clients to be informed about potential conflicts of interest and disclosures. This includes any affiliations they may have with other companies or products, as well as any potential conflicts of interest that may arise. They also disclose any fees or compensation received from third parties for recommending certain products or services.